Products & Services

Folino Tax & Financial Network has over three decades of experience in tax preparation of individuals, corporations, and small business clients.

Tax Planning

  • State Tax Return Preparation (All States)
  • Representation Before the IRS
  • Tax Return Preparation

 

  • Individual Tax Preparation and Planning
  • Income, Gift and Estate Tax Returns

We have a holistic approach to our financial services and realize that our clients deserve a trusted advisor that does more for his clients by understanding how all the pieces of their financial puzzle fit and work together.

Full Service Investment Accounts

  • Integrated Asset Allocation and Portfolio Design
  • Customized Asset Management Programs
  • Diversification Strategies
  • Alternative Investments
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Bonds
  • Common Stock
  • Educational IRA

We find it especially rewarding to help our clients plan for a financially secure, comfortable and dignified retirement. We use a full range of products such as:

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • IRA Rollover and Distribution Planning
  • Income Projection Analysis
  • Fixed Income Strategies
  • Qualified Plan Design and Compliance

Protecting our clients’ assets, income and lifestyle requires adequate levels of insurance. We work closely with our clients to analyze their current personal and employer-provided insurance coverage and to assess their additional insurance needs. Specifically, we review and make recommendations so they can make informed decisions about life, disability, and long term coverage. Our goal is to provide our clients with economical solutions that address both the current and future needs of their families.

We realize that integral and often overlooked parts of a comprehensive wealth plan are insurance solutions. Our “Insurance Specialist” makes complex insurance details easier for our clients so they can make educated and informed choices about the following:

Insurance Planning

  • Life Insurance
  • Long Term Care
  • Disability
  • Annuties Deferred and Immediate

We are a unique resource for our clients that may have complex estate issues as well as those that just need some simple trust planning.

Estate Planning

  • Wealth Transfer and Tax reduction
  • Charitable Gifting
  • Estate Planning Review

If you would like to know more about our Products & Services, please contact us at:

Folino Tax and Financial Network
333 N Lantana Suite 297
Camarillo, CA93010
Phone: (805) 482-4062
Fax: (805) 482-8910
Email: clientservices@folinotax.com