Jimenez & Associates, Inc.
 Jimenez & Associates, Inc. 

SERVICES TO INDIVIDUALS

 

Whether you’re a business owner or high-net worth individual, your personal tax strategy and wealth management can dramatically impact your future goals. At Jimenez & Associates, Inc., our experienced team of advisors ensures that you reach those goals while maximizing your tax position and offering peace of mind.

 

Income Tax Services

  • Federal income tax preparation
  • State and local income tax preparation
  • Representation before Federal and State taxing authorities
  • Income tax consulting and planning

Personal Financial Planning

  • Comprehensive personal financial planning
  • Estate and gift planning
  • Education funding
  • Investment analysis, advisory and planning
  • Insurance review
  • Retirement planning
  • Budgeting and forecasting
  • Cash flow management
  • Charitable giving

Other Services

  • Family office and wealth management
  • Bill payment and recordkeeping
  • Investment oversight and monitoring
  • Risk management and asset protection
  • Marital dissolution planning
  • Personal financial statement preparation
  • Loan analysis and negotiation assistance

 

 

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Jimenez & Associates, Inc. © 2008-2019. All rights reserved.