1. Louis A. Soriano CFP®
CERTIFIED FINANCIAL PLANNER
308 W. Main Street Suite 206
Smithtown, NY 11787
(631) 236-5842
Buying a home, moving or changing jobs can make your tax return more complicated than
usual. You may have deductible settlement expenses or moving expenses this year. Perhaps
you sold a stock or mutual fund and must cope with the capital-gains tax rules.
Then there's always the common tax issues that most people are often confused about, such
as, unreimbursed employee expenses, medical expense deductions, charitable contributions,
and all of the new tax credits that are rolled out every year.
Needless to say - Every year tax laws become increasingly more complex
As an established tax professional, I would be glad to assist you with your return this year.
Along with a prepared return, you will receive a complimentary, personalized 1040 analysis
based on your tax return, containing personal tax saving and planning ideas.
This tax season, choose a tax professional who can provide you with more than just a
tax return.
The following is a Menu of Services that I provide:
INVESTMENTS – Mutual Funds, Retirement & College Plans
TAX SERVICES – for Individuals, and Small Businesses - ALL 50 STATES
MORTGAGES – Purchases and Refinances
INSURANCE – Life and Long Term Care
AND PEACE OF MIND…
Your Income Tax Return is your most important Financial Document. You owe it to yourself to
ensure you will receive the professional tax expertise that you and your tax matters require. My
goal is to provide my clients with value beyond what they pay. Call me at (631) 236-5842 to
schedule your appointment today! 