Fee-only Financial Planning Firm Specialized in Tax Planning
Weather Life's Storms - Build a Lasting Future - Become Your Own Success Story
Services
Financial Planning
Financial planning is the foundation that makes reaching financial independence possible. We will work together to develop goals, identify risks, and plan customized achievable financial freedom steps.
Our Mission
To provide lasting and life changing financial planning advice centered around tax planning for all clients without hidden fees, quotas, or agendas by putting our clients first.
Building Better Futures in Our Passion
Are your taxes too taxing? Time is the most valuable asset. We use our time to make sure you don't have to. We provide clarity, confidence, and experience in advising of the largest expense within your lifetime: Taxes. As you wouldn't go to a PCP for surgery; you shouldn't go to a wealth advisor for tax advice. Special situations need specialized solutions. High level planning requires an advisor that has the experience and knowledge to meet these needs. Virtual Tax Planners was founded to provide a personalized and expert level of tax advice and planning services to clients by moving away from the typical cookie-cutter approach of tax loss harvesting and tax efficient investment selection. ​ To us, you are more than just a AUM (assets under management) number! So no matter what: we will always be here for you when life happens.
Does this Sound Like You?
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Our Core Beliefs
Why we provide more than just a service
Life is Worth Living
Your money should be working as hard as you are! Create value beyond your account statements. Live out what matters most to you. Experience your best life!
Relationships Matter
Personalized service should be personal. You are way more than just client. What matters to you impacts our decisions. We want to build relationships not income streams.
Today is the Future
Yesterday's decisions are today's outcomes. You can only kick the can so many times before you kick the bucket. Don't let what-ifs jeopardize tomorrow. Life starts now!
About
My name is Lou Tzamalas, CFP®, CAP®, EA
âž” 9 years of financial and tax planning experience
âž” Adjunct Professor to Boston University's Tax Planning course (FP 104) for their CFP® Program
âž” CERTIFIED FINANCIAL PLANNER™
âž” Chartered Advisor in Philanthropy (CAP®)
âž” Enrolled Agent (EA) with the IRS
âž” CPA Candidate (currently sitting for the exams)
Please click "About Me" to read my full bio on Boston University's CFP® Program page
