Privacy Policy Disclosures We Care About Your Privacy We all want you to have a feeling of comfort and safety when you give us any

TAXplan Guarantee Tax Preparation Service Guarantee Tax Preparation Service: At TAXplan, preparing the perfect tax return for our client is our goal. Although every effort

Privacy Policy Dear Investor: Security Financial Services & Investment Corp. has always taken the issue of safeguarding your privacy very seriously and has been committed

TAXplan Terms and Conditions These terms of service outline the nature of TAXplan’s involvement with your Income Tax Return(s).  As agreed, TAXplan will compile the

Tax Information Organizers TAX INFO ORGANIZER FORMS If you’re working in the TAXplan web app, you may be asked to submit certain forms before we can

WEALTHplan The Wealth Building Process Unlike most financial planners and advisors, WEALTHplan’s financial planning process does not simply apply a timestamp and savings rate to

ABOUT US Who We Are WEALTHplan and TAXplan are the creations of Gennaro and Paola De Luca. Married in 2002 and working together since 2004,

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