Financial Planning for Professionals
We specialize in financial planning for Professionals
Tax Advisor for Real Estate Investors
Click below to see how we can help you in your real estate investing journey.
Tax Preparation & Planning
Click below to see info on how we Prepare your tax return and how we can help save you money through tax planning
Michael A. Procaccio E.A, M.B.A.
President, Investment Advisor Representative
Michael A. Procaccio II
Vice President, Registered Representative
Christine B. Kurek, E.A.
Senior Tax Advisor
Denise M. Procaccio
Operations Manager
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Setting Your Family’s Financial Values
Set your family's financial values; cast a vision for the future. Talk to your parents and kids. Discuss all options.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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