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