Taxation Service
PTCG provides individual tax filing for our clients based on different scenarios, including multiple states filing, different visa status, and various filing status. We analyzes specific situation and delivers the most suitable and optimized tax solution for our clients based on the most up-to-date tax codes to ensure the accuracy of tax filing.
Financial Planning
PTCG offers comprehensive financial planning to our clients. Nowadays, many retirees still depend heavily on social security e.g. 401K or individual retirement account (IRA). Our financial experts could set up specific retirement planning to meet our clients’s goal. Besides of retirement planning, PTCG also provides multiple options of insurance, estate planning, college funds, and brokerage accounts, etc.
