We provide you with the knowledge, experience and commitment to help you feel confident and in control of your personal or business financial decisions and tax plans. We are a full service financial advisory, tax preparation, tax planning and tax services firm in Downingtown, PA owned by Jacquelyn M. Basso, CPA serving the Greater Philadelphia area.You can trust us to work with you to achieve your specific business or personal financial goals. IRS Circular 230 Disclosure: Any tax advice contained on this site was not intended or written to be used, and cannot be used, by the reader for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions.
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Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your personal financial future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
Wealth is relative. What you define as wealth for your situation may not be the same as your neighbor, a coworker, a friend or family member. You can manage your wealth with the help of a trusted advisor who can help you make informed decisions, help you feel confident to take specific actions and pursue your personal financial goals.
Whether you are the Chief Household Officer or a busy professional you have the power to manage your personal financial success. Significant life events like getting married or combining resources with a partner, having a new baby, getting a new job, going through a divorce or the recent loss of your spouse or parent are a good time to reevaluate your financial position.
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Mariana Rivera
Mar 26, 2021
Cindy Ann
Mar 03, 2021
