Products and services

At Lotus Financial Services, we provide assistance in the following areas: (download flyer here)

Investments

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Rollover IRAs
  • Educational IRA
  • Tax Sheltered Annuities
  • Brokerage Accounts
  • Variable Annuity
  • Fixed, Indexed, and Variable Annuities
  • Mutual Funds

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • Estate Plans
  • Profit Sharing Plans
  • College Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Auto, Home, Business, and Umbrella Insurance
  • International Travel Medical Insurance

Tax Planning

  • Relocation Tax Issues
  • 50 State Tax Return Preparation
  • Federal Tax Return Preparation w/e-filing
  • Representation Before the IRS
  • Individual Tax Preparation, Planning, and Consultation
  • Refund Anticipation Loans
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns