At David J. Fender & Associates Inc.,
We offer a variety of services including complex tax preparation, accounting services, as well as comprehensive investment planning*. In addition to preparing and filing your tax return, we can assist in developing a unique plan that takes into account your financial circumstances, tax status, and can implement a broad variety of strategies for your college, retirement, insurance, and estate planning goals.
We offer our clients a multifaceted approach to address their growing financial challenges.
*These services are offered by David J. Fender through his affiliation with Avantax.
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It sounds simple, but paying yourself first can really pay off.
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Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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