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Submission: On June 25 via api from US — Scanned from DE
Submission: On June 25 via api from US — Scanned from DE
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tax upload | Form CRS/ADV | client log-in | Quantis Wealth Management * Home * About Us * Our Philosophy * Meet the Team * Our RIA-Broker/Dealer * CFN Research Team * How we Help * How we Help * FAQs * Services * Integrated Tax and Wealth Management * Retirement Planning * Investment Management * Tax Preparation * Estate Planning * Blog * Contact Us * Home * About Us * Our Philosophy * Meet the Team * Our RIA-Broker/Dealer * CFN Research Team * How we Help * How we Help * FAQs * Services * Integrated Tax and Wealth Management * Retirement Planning * Investment Management * Tax Preparation * Estate Planning * Blog * Contact Us * * * * Investment Management * Creating Tax Smart Efficient Portfolios * Aligned with Your Goals * Creating Reliable Income Streams * Private equity and Private Credit strategies LEARN MORE Retirement Planning * Evaluating Retirement Readiness Level * Quantifying Funds Needed * Quantifying Risk Capacity * Optimizing Tax-Smart Withdrawal Strategy * Creating your Retirement Paycheck LEARN MORE Estate and Charitable Planning * In-House Estate Plan Review * Work alongside your estate attorney to formalize your wishes * Evaluating Optimal Planned-Giving Strategies * Trust Management * Donor-Advised Fund Management LEARN MORE Tax Preparation * Personal Income Tax Returns * Trust & Estate Tax Returns * Tax planning/Calculating Quarterly estimates * Business Owner Tax Guidance * Retirement Income Tax Planning LEARN MORE Specializing in Retirement, Investment & Tax Solutions Navigate retirement with confidence through tailored investment strategies and informed tax planning. Prioritizing a successful retirement and ensuring all of your financial decisions are aligned with your aspirations. Discover personalized advice that empowers your retirement journey. schedule a consultation img-building i-forbes-2021 i-forbes-2022 i-forbes-2024 2021, 2022, 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2024 award was presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t. Tax Services Tax Strategies & Preparation for Today, Planning for Tomorrow We cater to individuals, estates & trusts, and the self-employed, providing experienced tax guidance that complements your current financial strategy and anticipates future trends. Our team of tax professionals is committed to collaborating with your wealth advisor, offering tailored tax planning and preparation services. We stay informed on the latest legislative tax changes to ensure your strategies are adaptive and informed. Learn About our Tax Services Who We Work With You’re in Retirement or Nearing Retirement Our Specialty typically caters to those with assets over $2 million, You’re age 50+, focused on Planning for your future with Integrated Tax Services. But you have questions… Can I afford my lifestyle? Understanding your financial capacity for the lifestyle you desire is key. Our process aligns your aspirations with a realistic financial strategy. We evaluate your resources, plan for contingencies, and create a tailored path to help ensure the lifestyle you envision is within your reach. VIEW SOLUTION Are my investments ideal for retirement? Knowing the exact portion of your assets that need to be safeguarded for retirement allows us to tailor a retirement portfolio that meets both your needs and growth objectives. We balance the need for growth with the imperative of preserving the core of your retirement funds. VIEW SOLUTION How do I turn my nest-egg into a Paycheck? Creating tax-efficient income, especially in retirement, involves strategic planning to help minimize tax liabilities and maximize income growth and sustainability. VIEW SOLUTION Complimentary Retirement Assessment View Case Studies text SERVICES How We Can Help I-Investment-Management Investment Management Systematic plan to grow and protect your assets I-Retirement-Planning Retirement Planning Create a long-term plan customized to meet your needs I-Estate-Planning Estate Planning Aim to maximize the value of assets you will leave behind I-Tax-Preparation Tax Preparation Aim to minimize income tax now and in retirement schedule a consultation text about us Quantis Wealth Management At Quantis Wealth Management, our mission is to empower retirees through independent, objective financial advice and comprehensive tax services. We are committed to prioritizing our clients' needs, guiding them through their financial journeys with integrity, transparency, and accumulated knowledge. We strive to create financial stability and growth, enabling our clients to fully enjoy their retirement with confidence. meet our team Being a Client Our Process step 1 Navigating Toward Your Ideal Retirement Setting your sights on a future that excites and inspires you. step 2 Household Balance Sheet Construction Establishing a detailed financial blueprint that reflects your current resources and future aspirations. step 3 Portfolio Construction Aligning your investments with your long-term goals for a resilient financial landscape. step 4 Review and Monitor Periodic meetings to update plan. Complimentary Retirement Assessment BLOG Stay Updated VIEW ALL BLOGS IMG-Blog May 6, 2024 Ready to Retire? 7 Questions to Consider Before You Stop Working April 25, 2024 Top 7 Tax Planning Tips for Business Owners March 25, 2024 10 Things To Consider in the Retirement Red Zone 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. Contact Us text Virginia 7900 Westpark Drive, Suite T260 McLean, VA 22102 Office: (703) 462-9643 Fax: (703) 563-9314 SUBSCRIBE TO OUR NEWSLETTER RECEIVE NEWS & UPDATES FROM QUANTIS WEALTH MANAGEMENT Email(Required) Submit By submitting this form, you may receive timely, valuable resources from out firm. You can opt out of these marketing communications anytime through the unsubscribe link. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Tax return preparation services offered through Quantis Tax Services are separate and unrelated to Commonwealth. Quantis Tax Services and Commonwealth are separate and unaffiliated entities. The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. FORM CRS: CLIENT RELATIONSHIP SUMMARY Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. QUICK LINKS * Home * About Us * Being a Client * Blog * Contact Us * Quick Links * Home * About Us * Being a Client * Blog * Contact Us SERVICES * Investment Management * Retirement Planning * Estate Planning * Tax Planning and Preparation * Services * Investment Management * Retirement Planning * Estate Planning * Tax Planning and Preparation © 2024. All Rights Reserved. linkedin fb x-twitter2 San Francisco Web Design by Thomas Digital up Notifications