Don't Let Confusion Cost You More Income Tax Than You Need To Pay!It's pretty easy to hang out a shingle and advertise "Income Taxes Prepared Here". It's an entirely different thing to create an income tax plan that keeps the maximum amount of money in your pocket. What happens when someone who is a Certified Financial Planner and licensed in Life Insurance and Group Benefits turns her passion on minimizing income tax? You save money! What Oriana Steeves isn't is a salesperson disguised as a Financial Planner. Yes, Oriana can sell you a Financial Plan or Life Insurance. But only if you ask her to! That's because Oriana uses her extensive credentialed knowledge of financial vehicles to save her Clients money. Period. Look at some of the scenarios we commonly work with:
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