Frankel Financial Services

Frankel Financial Services

5.0 (22)
1 employee
16 years in business

About this pro

          Why keep waiting to get your income tax done?Get it done now by an individual income tax specialist with comprehensive authoritative knowledge and skill in this particular income tax area, at the comfort of your home, & its all at your convenience. Save you time for what's more important, does this sound good? let's get to it...I work 100% remote for your safety!

         "My purpose is give them a rich & satisfying life, & that they might have life more abundantly" 

I elevate Financial Strategy(s) to help each unique client with their financial well being. My continuous learning & education, an Important Resource for Knowledge, Information, Advice, & Recommendation. My core values are based on excellent Client Experience, & peace of mind. Clients are like my family, family comes first.

Enhance your Financial well being; success, security, & happiness.

      I excel with an MBA in finance, IRS enrolled agent with years of enhancing clientele tax advantage research, planning, & preparation, while increasing strategic tax, estate & financial counseling.

   Licenses: Enrolled agent, CRTP, AFSP, Risk & Insurance(Property & Casualty. Life & health)

  Certification: Taxation, Financial accounting, Project management, Metlife Securities Financial planning services.

   Credentials: BS Electrical Engineering; ability to analyze, design, & plan.

    Awards: Business honor society, management, performance, quality assurance.

    My previous work experience, education and volunteering is provided upon request. Together we are stronger, many parts but we are One.

    Now let us focus, & show you a way to a better tomorrow, a brighter future, would that be helpful to you?

    Often clients have concern(s); Taxation Finance, real estate & Investments, Retirement & Insurance Issues so intertwined begging for multi versed expertise. A proven track record with client's short & long term goals, save time for what’s more important. "My purpose is give them a rich & satisfying life”. Positive & encouraging results based on a system of core values; professional, competent, objective, integrity, & fairness. 

    I am inspired to do what is good. Provide team leadership & client peace of mind.

    A holistic strategic approach is not only focus on your income tax, which is priority during tax season.  Current & future uncertainties & conditions, more important than ever is a viable financial assessment of both business & personal finance; statement of financial position/Balance sheet, cash flow, income/earnings, expenses/spending, debts, credit & credit score, mortgage & loans, budget, insurance, savings & emergency fund/liquidity ratio, trust & estate, & financial counseling.
    Get help with an outcome that meets your need(s), This is what I enjoy about my work; my clients are like family, & family is what it is all about...

Important Disclosures:

Securities services offered through American Investors Company, member FINRA/SIPC. Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus or appropriate offering materials. Frankel Delossantos may simultaneously offer other products and services to customers including, but not limited to, tax preparation and bookkeeping services, trust preparation (Retireco Estate Planning Co), real estate and mortgage brokerage services, and non-securities-related insurance products that are offered individually, or through other various entities, that are not affiliated with, or in any way, supervised by American Investors Company, and as such, should not be construed as constituting any part of the securities services provided by Frankel Delossantos through American Investors Company. For email communication on securities related matters, contact [email protected]

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Credentials

Cypress, CA 90630
Email verified
Phone verified

22 Reviews

5.0

  • Keiko

    I’m very happy about Frankel Financial Services since his knowledgeable and caring nature has helped me to receive the maximum amount of tax return in many years. Besides, he always replies back to me whenever I have questions in a timely manner. I highly recommend it.

  • Celeste

    Very detail oriented, compassionate with what he does, accommodating with his clients, and very knowledgeable of his craft.

  • Kim K.

    He has been helpful getting life in order when it comes to taxes and financial planning

  • Allison A.

    Frankel was very attentive and helped me through a difficult process.


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FAQs


What is your typical process for working with a new customer?

It is a comprehensive process as follows; many questions to initiate explore understand & act. Identify the need(s) of clients, gather data, analysis, recommendations, implementation, monitor. 

For taxation purposes 2 critical steps; 1. I need more information to get your quote 2. Why does on boarding for new client(s) take a little more time? It’s for your  best interest at heart. Expect fully remote tax preparation services. I will need to review Last year tax return. A summary list and tax organizer will be provided for easy step by step procedure to follow. Due diligence and compliance is key to successfully complete any tax return both individual and business.

More important if you need help to be in a better place, I advocate Strategic planning; will enhance your financial well being.

In conclusion; expect many, many, many questions. Help me help you understand your unique situation, in return I offer you peace of mind & accurate pricing. Many parts but we are One.

Together stronger,

Frankel


What education and/or training do you have that relates to your work?

I have a list of education and training related to helping clients achieved their short and long term goals.


Do you have a standard pricing system for your services? If so, please share the details here.

Industry standard fees do apply...


How did you get started in this business?

I discovered that I find great satisfaction helping and making a positive difference with my clients...to a better tomorrow, a brighter future.


What types of customers have you worked with?

Various customers who knows and needs help...


Describe a recent event you are fond of.

Uncertainty of the future special during this unpresidented times in the USA due to Covid-19. Being able to provide a sense of hope by helping get things done and be better off at the end of process is very rewarding. For example, helping get the stimulus check for many clients... 


What advice would you give a customer looking to hire a pro in your area of expertise?

Hire someone who asks many, many, many questions so you know that person cares and dedicated to understand your uniques situation.


What questions should customers think through before talking to pros about their needs?

Must recognize that they need help, and willing to go to a standard process to make sure properly taking care of.


Services offered

Tax Preparation Services Business Tax Preparation Financial Advisors Tax Accountants Individual Tax Preparation