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Call (866) 681-2140
Call (866) 681-2140
You can change your tax bill when you retire, move a 401(k), vest shares or inherit. At Dimov Tax, a financial planner works on those moves inside a CPA firm, beside the people who prepare your return.
We begin our financial planning services with one number: what you can spend each year.
Find your next move in financial planning and wealth management.
Tell us, in confidence, the next money decision you face. We will tell you which service to start with.
At Dimov Tax, your preparer works out the tax cost of a move, such as a 401(k) rollover or a share sale. Your planner then fits it into the plan before you act. We schedule moves around IRS deadlines.
Achim von Bodman, CERTIFIED FINANCIAL PLANNER® professional, leads the planning work. CFP Board requires him to act as a fiduciary when he gives you financial advice, putting your interests ahead of his own and the firm’s.
Before your first call, check his certification and any public disciplinary record in CFP Board’s verify tool. He meets clients online across the US.
Pick a time and say when you must decide.
Last year’s return, account statements and your benefits summary.
Your planner builds the plan and walks you through it.
You and your planner settle the first moves and when to review them.
Accounts, businesses and trusts you own.
Equity awards, rental property or an inheritance in your finances.
A single plan, or reviews through the year.
How much your attorney or other advisors need from your planner.
You approve it before your planner starts.
These are the factors, not a quote.
Our team includes CPAs and Enrolled Agents who work on individual returns, business taxes and tax planning. Tell us what you need help with when you get in touch.
Bring a rough monthly figure, and your planner turns it into a spending range with a retirement date for each level.
