Opulent provides comprehensive financial and tax planning, investment management, and other opportunities for generation of income and assets to increase your net worth. Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Specifically, we provide these services:
We ask detailed questions to ensure that we get you every deduction that you are entitled to on your Federal and State tax returns. We don't just take the information you give us and enter it into the tax forms. Our goal is for you to have the smallest tax liability as possible, yielding you the maximum refund.
If you find documentation that you think may result in your ability to claim a larger refund after your return was filed last year or the year before, bring it in. We will review a prior year return prepared by you or another tax preparation company and then notify you of any missed deductions or credits. We will then file an amended return for you.
Tax Planning and Advice
We see our role as being personal trainers in business and finance, whether guiding clients on how to reduce their future taxes, how to properly document tax deductions, how to account for complex transactions, or how to assemble their tax information to minimize our preparation fees.
Debt Management is a program that consolidates your debts or reduce your interest rates and payments. Opulent will customize a credit & debt management program that fits your financial needs.
Retirement and Wealth Building
We will review your current plan and current cash flow to design a plan to help you save for your children's education, your retirement, new business or just a more comfortable life...eliminate your dependence on a job.
Let Opulent be your full-service Realtor. Our team of professionals are here to make your buying or selling transaction smooth and successful. We can help with all aspects of your personal residence or investment property.
Our review includes a thorough assessment of your life, auto and home insurance needs. Make sure you protect the things that you work so hard to obtain as well as protect your loved ones.