With more than 25 years’ experience, Dan is highly qualified to prepare your tax returns.
As the core of our business is retirement income planning, Dan will prepare all tax returns with an eye on tax reduction.
When the time comes for retirement or income events change in your life, Dan will model your proposed tax situation so planning can be done in a proactive manner.
Dan is also available to our clients for one-on-one trouble shooting of tax situations.
Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.
Dan Popkey is an Enrolled Agent and provides tax services which are separate from the services offered through Brokers Financial.