Your Trusted Partner in Tax and Financial Planning
Welcome to ARTHA Smart, where proactive tax planning meets smart financial decisions. Whether you’re navigating complex tax laws, planning for retirement, or building generational wealth, we are here to turn challenges into opportunities.
Services we offer
Our proactive tax planning services go beyond simply preparing your taxes
Personalized Tax Strategies: Tailored plans that align with your financial goals and life changes.
Year-Round Support: Year round planning and advise for major life events such as marriage, home purchase, rental properties, start a new business (LLC).
Maximizing Deductions and Credits: Expert guidance to ensure you're taking full advantage of available tax benefits.
Life is unpredictable, but you can ensure your loved ones are protected no matter what. Our Life Insurance solutions offer peace of mind through a variety of policy options.
Term Life Insurance: Affordable coverage for a specified period to protect your family's financial future.
Whole & Universal Life Insurance: Lifetime coverage with flexible policies that adjust to your changing needs and financial goals.
Annuities: Ensure a steady income stream during your retirement years
We help you create a comprehensive retirement plan that aligns with your financial goals and desired lifestyle. We analyze your current financial situation, project your future income needs, and develop strategies to save and invest for retirement.
401k, Backdoor Roth & Mega Backdoor Roth Planning and Tax Strategies
RSU and ESPP Tax Planning
Retirement goals and income strategies
Long Term Care (LTC) Strategies