our services Integrated Wealth and Tax Management
Holistic Financial Planning - Retirement Planning I-Retirement-Planning
Retirement Planning
Create a long-term plan customized to meet your needs
Holistic Financial Planning - Investment Management I-Investment-Management
Investment Management
Systematic plan to grow and protect your assets
Holistic Financial Planning - Tax Preparation I-Tax-Preparation
Tax Preparation
Aim to maximize the value of assets you will leave behind
Holistic Financial Planning - Estate Planning I-Estate-Planning
Estate Planning
Aim to maximize the value of assets you will leave behind
 IMG-Investment Management
Investment Management

Simplify the complexities of your financial life in a systematic way that will grow and protect your assets. In today’s world, there are common needs and desires people seek to accomplish. Proper investment management seeks to reduce overall investment risk and create more reliable investment results.

Our personalized approach, due diligence, and portfolio modeling allows us to create an ideal and efficient portfolio, but since the markets can be volatile, our goal is to meet with you to regularly review and rebalance, so that we can keep your assets aligned with your goals—at a risk level you are comfortable with.

In addition, we offer you the latest technology to view all of your assets in one place—not just the assets held directly with us. This visibility allows us to maintain a close eye on your other assets, including 529 plans, 401(k)s, hedge funds, or limited partnerships, as well as your liabilities such as mortgages or car loans. Understanding your complete financial picture is paramount to helping you accomplish your goals.

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
 IMG-Tax Upload
Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.