Taxes

• Tax Planning
  While our Drop-Off Tax Return Service is designed for efficiency, we understand that some individuals may have more complex tax situations and questions. If you want to dive deeper into your tax planning, deductions, or other financial matters, we encourage you to schedule an appointment. This allows us to provide you with focused attention and tailored advice that suits your unique needs.
• Estate Taxes
• IRS Representation
  Freda has been with DFS since 2006.  As an Enrolled Agent and Tax Planner, Freda prepares over 600 tax returns per year and specializes in complex cases and IRS representation.
• Tax Services
  Tax preparation and amendments are our core services, alongside expert assistance with IRS audits. Discover how Drenen Financial can significantly reduce your tax liabilities and provide steadfast representation in any financial circumstance.
• Roth IRA
• Real Estate Taxes
  “We collaborate with real estate brokers, agents, clients, and investors, including landlords, flippers, and long-term property holders. Each real estate investment category comes with unique tax considerations, and our expertise lies in minimizing these tax burdens, allowing you to maximize your returns from property transactions. Reach out to us prior to your transaction to ensure it’s structured for maximum advantage.
• Income Tax
  No More Exceptions for Smaller Corporations: The exemption for income tax returns of corporations with assets under $10 million at the end of the tax year has been removed. This means more corporations will now be required to e-file.
• Tax Return Preparation
  For new and current clients, please call the office to make an appointment for a consultation or likewise tax return preparation. Not sure what kind of appointment you need? We will pair you with the right team member straightaway.

Investment

• Investment Management
  At Drenen Financial Services, we firmly believe in the symbiotic relationship between tax mitigation and financial planning. As a comprehensive service provider, we effectively address the diverse needs of our clients. These needs span tax preparation, advantageous financial planning, expert investment management, proficient IRS audit support, and robust business services. With a thriving client base of over 6,000 individuals, families, and businesses, we annually process more than 3,500 tax returns to ensure financial success.
• Mutual Funds
  We offer access to an extensive selection of mutual funds. Interested in a specific fund? No worries! Our team can conduct research on your behalf.

Accounting

• Accounting Services
  Introduction: In today’s fast-paced business environment, effective bookkeeping is more than just a necessity – it’s the backbone of successful financial management. At Drenen Financial Services, we understand the challenges you face and offer expert solutions tailored to your needs.
• Payroll Services
  Considering your strenuous efforts, it’s only fitting to entrust the task of monitoring your business’s financial status to our adept professionals. With expertise in QuickBooks and payroll taxes, we’re well-equipped to manage these aspects efficiently on your behalf.
• Bookkeeping Services
  Choosing the Right Bookkeeping Service: What to Look For When selecting a bookkeeping service, consider factors like experience, range of services offered, technology used, and client testimonials. Drenen Financial Services excels in all these areas, making us a trusted choice for your bookkeeping needs.

Planning

• Financial Planning
  Transfer of wealth across borders, such as inheritances or gifts, can also trigger tax liabilities. It’s essential to be aware of these implications and how they affect your financial planning.
• Retirement Planning
  At our core, we are dedicated to community support and extend a generous 20% discount to active-duty police, fire, EMT, and military personnel. Those serving in these professions often have pensions, and we specialize in post-service retirement planning. Moreover, ensuring the security of your loved ones in unforeseen circumstances is a top priority, and we’re here to assist you in that endeavor.
• Annuities
  We provide Variable, Fixed, and Index Annuities. If you currently hold annuities, we can conduct a comprehensive review to ensure they are ideally suited to your financial goals.
• Long Term Care
  We offer Life, Disability, and Long-term Care Insurance services. Whether you’re already insured or not, visit us for a complimentary review. Discover the latest insurance products that might align better with your specific requirements. GET STARTED NOW
• College Funding
  Whether it is college planning, real estate or even divorce we have the financial knowledge to help direct you to the best outcome.