Broker Check

Products & Services

At American Wealth Management, we provide assistance in the following areas:

Our Process

Specializing in Alternative Investments 

Real Estate Investment Trust

Oil & Gas

Direct Participation Programs

Annuities

Wrap/Brokerage Accounts

Traditional IRA

Simple IRA

iShares

Retirement Planning

Forward Tax Planning

Bookkeeping/Accounting Services

Business Start Up Counseling

Small Business Accounting Services from data entry to financial analysis

State and city sales tax reporting

Non-Resident sales tax for rental property

Year-end reports including W-2 and 1099 processing

QuickBooks training and support from a Certified Pro Advisor

Taxes & Insurance

Individual Tax Preparation and Planning

Corporate Taxes

Explaining tax pros, cons and maintenance of various entities including Partnerships LLCs, Corporations, and S Corps.

Gift and Estate Tax Returns

Canadian Individual Tax Returns

American Ex-Pat Tax Returns

Representation Before the IRS

Disability Income Insurance

Life Insurance

Long Term Care Insurance