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-Retirement Planning
Retirement Planning

Manage your financial life and create a long-term plan customized to meet your needs. Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual’s retirement years can span decades, retirement planning generally dominates other financial goals.

A successful plan put into place during the wealth-building life span should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.

You may find that qualified plans, IRAs, and social security won’t provide enough money to support your desired retirement lifestyle. By identifying your retirement gap, you can develop a strategy for personal savings invested outside of the traditional retirement vehicle.

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.