CFP Services are target-based planning & guidance that connects the cash flow and taxes alongside investments in one functional plan. These services are very important when you require an actionable direction — not a stack of opinions. The benefits of such services can be attractive if you are:
A Certified Financial Planner turns your aim into a written roadmap with a concrete action list. CFP® certification is issued by the CFP Board in the US and requires meeting the “4 E’s”: education, exam, experience, and ethics. You leave with priorities & timelines and numbers to watch. A plan might cover the below elements:
A CFP focuses on your full financial picture. Yet, a CPA focuses on reporting and compliance. An investment-only advisor might focus mainly on the portfolio. At Dimov Tax, we design the plan and the tax return to work together.
| Topic | CFP work | CPA work | Combined value |
|---|---|---|---|
| Goals | Builds a plan | Applies tax rules | Decisions with tax context |
| Investing | Design and monitoring | Reports gains/income | Tax-aware portfolio moves |
| Retirement | Timing & withdrawals | Bracket impact | Better income sequence |
| Estate items | Organizes and coordinates | Forms and valuations | Fewer loose ends |
You should expect a plan that respects real life and presents the tradeoffs in a transparent way. A CFP financial planner should also indicate the “why” behind recommendations in order to enable more confident choices.
At Dimov Tax, you can work with a fiduciary financial planner who puts your interests first. If you are interested in pricing clarity, ask for a fee-only financial planner arrangement.
Key parts of our CFP Services can be outlined as below:
Our team presents financial planning and investment management with a step by step plan. We include the measurable targets as well as regular check-ins. As a fiduciary financial planner, our profession is to recommend what fully complies with you — not what pays a commission.
Goals, priorities and the questions that shape the plan:
Accounts, income, benefits and the tax picture
An actionable item list in a logical order.
Support for contributions, allocations and account moves.
Updates after tax season or major life changes.
A quality starting set can be listed as follows:
Our services cover a wide range of property categories:
| Property Type | How Cost Segregation Adds Value |
|---|---|
| Apartments & Multifamily | Maximizes real estate tax savings via locating assets for accelerated depreciation real estate schedules. |
| Medical & Dental Offices | Specialized cost segregation analysis in terms of equipment-heavy facilities with custom build-outs. |
| Industrial Facilities & Warehouses | Supports commercial property depreciation by breaking down structural and operational components. |
| Hotels & Hospitality | Increases deductions for guest rooms, restaurants and common areas through detailed asset classification. |
| Retail Centers & Storefronts | Shorter recovery periods for interior improvements which has a boosting influence on immediate tax benefits. |
| Residential Rentals | A smart tax strategy for property owners, covering small multifamily and single-family investments. |
Our services below are deeper pages designed for you to focus on one mere goal at a time:
It’s true that many clients choose a fee-only financial planner setup in order to keep such services straightforward, particularly when comparing advisors. A Certified Financial Planner can review the entire scenario so one decision does not establish a new problem elsewhere.
If you require CFP Services that match the taxation reality and your distinct target, reach out to us today. Our team is ready to present 360-degree expert assistance.
Fees naturally vary by scope and the nature of the service. Full scope plans might increase prices. The pricing starts from $480 in the US.
Definitely. Meetings and plan check-ins may be managed online. Geography does not block the progress.
It signifies the advisor should put your interests first and disclose conflicts before presenting recommendations.
Surely. The plan might follow income swings & set aside cash in order to prevent surprises in terms of quarterly payments.
You get a list of action items with deadlines, plus optional follow-ups in order to adjust if the inputs change.
Dimov Tax is rated 5 stars on all major review platforms including Google, Yelp, Facebook, Angie’s List, Better Business Bureau, TaxBuzz, Thumbtack, Upwork, Bark, and much more.
