Services Offered
Arka Financial Services offers services depending on the client’s needs, and it could be a financial advice or financial plan depending on how many aspects of the client’s finances are considered and what is the extent of impact of such a plan on the client’s financial situation.
Financial Planning
Financial plan is an elaborate multistep process covering many financial aspects of the client resulting in a comprehensive plan to be implemented over several years. The financial plan can cover cash flow management, education planning, investment planning, insurance planning, retirement planning, income tax planning, estate planning, etc. The client may engage me during the implementation of the financial plan as well or take complete ownership of the implementation of the financial plan.
Financial Advice
Financial advice addresses a narrow set of questions limiting to one or few financial aspects such as taxes, insurance, etc. The engagement with me ends once such an advice is received.
Tax Services
As an Enrolled Agent, I shall provide tax advice, and prepare and file tax returns for the clients. The clients can also be represented at the IRS on all tax matters, even if the tax returns were not prepared by me.
