Individual financial Services

Retirement Planning

Whether you’re currently retired or just getting started in your career, it’s never too early to start thinking about retirement planning. In modern times, for many people life gets in the way and retirement planning is put on the back burner, until suddenly, retirement is fast approaching.

Tax Return Preparation/Tax Planning Services

Preparing your own income tax return can be a daunting task. Each time a new tax simplification law passes return preparation seems to get more complicated. For the 2018 tax year we have significant new rules once again that need to be evaluated and applied. At AJS Financial we have reviewed the new 2018 tax law passed by Congress and we are ready to apply it to your individual situation.

Personal Financial Planning

Building and preserving your wealth requires a commitment and the proper road map. No two retirements are the same. So you get one-on-one guidance and a comprehensive financial plan that helps you manage risks and consistently grow you net worth.

Tax Representation Services

If you owe the IRS (or the State), you potentially have a very serious problem. AJS Financial is here to facilitate resolution of your tax problems and put an end to the pain that the IRS can put you through.