our services Integrated Wealth and Tax Management
I-Retirement-Planning Retirement Planning
Create a long-term plan customized to meet your needs
I-Investment-Management Investment Management
Systematic plan to grow and protect your assets
I-Tax-Preparation Tax Preparation
Aim to maximize the value of assets you will leave behind
I-Estate-Planning Estate Planning
Aim to maximize the value of assets you will leave behind
IMG-Estate Planning Estate Planning
Proper estate planning should be simple. It should allow you to give what you have, to whom you want, when you want, the way you want.
Do you want to leave a legacy behind? For many people, family and charity are high on the list of those who should benefit from their lifetime of work. At Quantis, we can help you identify the gaps in your planning, and work along side your estate attorneys to formalize your wishes and to potentially minimize the administrative burden and to maximize the value of assets left behind to the people and causes you prefer.
We offer the following tax services
Tax return preparation services are offered through Quantis Tax Services and are separate and unrelated to Commonwealth Financial.
Proactive tax analysis to identify areas for tax reduction
General tax preparation services and year-round planning
- Individuals
- Businesses (Corporation, Partnership, LLCs)
- Non-Profit Organizations
- Estates & Trusts
Federal, State, local tax compliance
Amended Returns
Tax Projections
Buying or selling of a business
