Scott E Zakalik CPA PC

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Integrated Wealth Management SolutionsSM

Please contact us at (585) 425-1040 or solutions@sez-cpa.com for traditional tax return preparation, tax consulting, insurance, investments*, or retirement planning.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Retirement Portfolio Lifespan

Compare the potential future value of tax-deferred investments to that of taxable investments.

This calculator is designed to help you clarify your comfort level with investment risk.
More Calculators →

Are Higher Taxes Ahead?
Evidence is mounting that high-income taxpayers will face higher taxes in the near future. Sweeping tax reforms enacted in 2001 and 2003 are set to expire at the end of 2010, which means many Americans could face higher taxes starting in 2011.
An Average Way to Invest
Dollar-cost averaging might help investors make the most of a highly volatile period.
Pursuing Both Growth and Value
Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.
A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.
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Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Ideas to help simplify everyday finances.

Manage your taxes and prepare for the upcoming tax season.

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*Securities and investment advisory services offered through FSC Securities Corporation (FSC), Members FINRA/SIPC

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