Tax Preparation
At Gleeton Group LLC, we understand that tax preparation can be a complicated and stressful process. That's why we offer a comprehensive tax preparation service to help individuals and businesses navigate the complex world of taxes. Our team of professionals is up-to-date on the latest tax laws and regulations, and we have the expertise to help you save money, avoid penalties, and maximize your deductions.
Whether you're a small business owner, self-employed individual, or a retiree, our tax preparation service is tailored to meet your specific needs. We take the time to understand your unique situation and provide personalized service and support. We can help you with everything from preparing and filing your federal and state tax returns to identifying tax-saving strategies and retirement planning for the future.
Whether you're a small business owner, self-employed individual, or a retiree, our tax preparation service is tailored to meet your specific needs. We take the time to understand your unique situation and provide personalized service and support. We can help you with everything from preparing and filing your federal and state tax returns to identifying tax-saving strategies and retirement planning for the future.
Financial Planning Services
Financial Planning - A plan without a goal is a map; it can tell you where everything is, but it won’t tell you where you should go. If you don’t already have a goal in mind, we can help you set one. Goals are typically short-term (less than five years) or long-term (over five years). We recommend alternative savings methods for short-term goals, but managed investments are a great financial method to achieve your long-term goals. Examples of long-term goals include: Saving for retirement, Saving for child’s college expenses,
First home purchase, and Leaving an inheritance for children/grandchildren
Debt Elimination - We will customize a plan to eliminate your debt using Dave Ramsey’s principles. We focus on your “WHY” factor and develop a payment plan with a target date to be debt-free. We monitor the progress monthly and change the plans, if required.
Advice with no product sales attached - many financial advisors and insurance agents offer advice attached to the sale of products like insurance policies, annuities, and investment funds are directly related to their sales and income. Our advice is not product sales based. We offer advice and coaching without the pressure of trying to sell you anything.
First home purchase, and Leaving an inheritance for children/grandchildren
Debt Elimination - We will customize a plan to eliminate your debt using Dave Ramsey’s principles. We focus on your “WHY” factor and develop a payment plan with a target date to be debt-free. We monitor the progress monthly and change the plans, if required.
Advice with no product sales attached - many financial advisors and insurance agents offer advice attached to the sale of products like insurance policies, annuities, and investment funds are directly related to their sales and income. Our advice is not product sales based. We offer advice and coaching without the pressure of trying to sell you anything.
Educator Financial Services
At Gleeton Group LLC, We strive to help educators do better financially and grow their wealth. With our book and training program, The Golden Apple, we provide the resources, and knowledge for educators to learn how to invest, use portfolios, and plan for retirement.
We teach investing basics, and different ways to invest. I will also give a plan of investing for retirement, that educators at all stages of their career can utilize.
We teach investing basics, and different ways to invest. I will also give a plan of investing for retirement, that educators at all stages of their career can utilize.
Investment Portfolio Planning
The Vulcan Way
Absurdly Logical,Simple, & Ridiculously Powerful Investment Strategy
Get your personalized investment/retirement plan that will help you grow your wealth.
This is a simple and powerful investment strategy that will help you grow your wealth. The Vulcan Way, was developed with research and analysis from over 20 years. We utilized the power of AI to back test the strategy and ensure that it is designed to beat the S&P 500 return and also provide diversification and long-term growth. It's the complete use of mathematical logic that makes this strategy so successful. All you have to do is implement it and let it grow over time.
Tax Planning
At Gleeton Group LLC, we understand that saving on taxes and planning for retirement with less taxes can be a challenging task for businesses and individuals in and near Memphis. That's why we offer a comprehensive tax planning strategy service to help our clients navigate the complex world of taxes and minimize their tax liability. Our team of professionals is up-to-date on the latest tax laws and regulations, and they have the expertise to help you plan for the future and stay compliant.
Our tax planning service is designed to help our clients save money, avoid penalties, and minimize their tax liability. We can help you with everything from identifying tax-saving strategies, to preparing and filing tax returns, to resolving any tax-related issues that may arise. We can provide you with advice on how to minimize your tax burden. We can work with you to establish a tax plan that meets your specific needs and goals, and ensure that you stay compliant with all tax laws and regulations.
Our tax planning service is designed to help our clients save money, avoid penalties, and minimize their tax liability. We can help you with everything from identifying tax-saving strategies, to preparing and filing tax returns, to resolving any tax-related issues that may arise. We can provide you with advice on how to minimize your tax burden. We can work with you to establish a tax plan that meets your specific needs and goals, and ensure that you stay compliant with all tax laws and regulations.
Budgeting & Debt Reduction
At Gleeton Group LLC, we understand that budgeting and debt reduction is crucial to financial planning is an important aspect of achieving your long-term financial goals. That's why as a Dave Ramsey Certified Financial Coach, we offer a comprehensive budgeting and debt reduction service to help individuals and businesses in Memphis and surrounding areas plan for their future. We are highly skilled in financial coaching and has the expertise to help you understand your current financial situation, set financial goals, and create a plan to achieve them.
Our budgeting and debt reduction service is designed to help you make the most of your money and achieve your financial goals. We can help you with everything from creating a budget and savings plan, to investing for the future, to planning for retirement. We can also help you with insurance and estate planning, and provide you with advice on how to minimize your tax burden. We can work with you to establish a debt reduction plan that meets your specific needs and goals, and ensure that you stay on track to achieve them.
Our budgeting and debt reduction service is designed to help you make the most of your money and achieve your financial goals. We can help you with everything from creating a budget and savings plan, to investing for the future, to planning for retirement. We can also help you with insurance and estate planning, and provide you with advice on how to minimize your tax burden. We can work with you to establish a debt reduction plan that meets your specific needs and goals, and ensure that you stay on track to achieve them.
Get your taxes done right.
Maximize your tax savings with our expert preparation and filing services. We'll help you find every deduction and credit you're entitled to, so you can keep more of your hard-earned money.