STRATZFINANCIAL.COM

Stratz & Company Financial Services

We assist our clients in every aspect of their financial lives. Wherever you are on life's journey, we can help you make confident financial decisions about your future. Our customized programs are designed to grow and protect our clients, enabling their families and businesses to thrive. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. Our staff consists of experien...

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Stratz & Company Financial Services | stratzfinancial.com Reviews

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We assist our clients in every aspect of their financial lives. Wherever you are on life's journey, we can help you make confident financial decisions about your future. Our customized programs are designed to grow and protect our clients, enabling their families and businesses to thrive. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. Our staff consists of experien...

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1 about us

2 our company

3 our team

4 our services

5 client center

6 access your account

7 tax center

8 tax calendar

9 tax forms

10 tax publications

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about us,our company,our team,our services,client center,access your account,tax center,tax calendar,tax forms,tax publications,tax organizer,quote forms,research,market watch,stock quotes,mutual funds,industry news,portfolios,calculators,library,pasadena

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Stratz & Company Financial Services | stratzfinancial.com Reviews

https://stratzfinancial.com

We assist our clients in every aspect of their financial lives. Wherever you are on life's journey, we can help you make confident financial decisions about your future. Our customized programs are designed to grow and protect our clients, enabling their families and businesses to thrive. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. Our staff consists of experien...

INTERNAL PAGES

stratzfinancial.com

1

Tax Calendar : Stratz & Company Financial Services

http://www.stratzfinancial.com/Library/Taxes/Tax-Calendar

If a due date falls on a Saturday, Sunday or legal holiday, the due date is automatically extended until the next business day that is not itself a legal holiday. 4 - Time to Call For Your Tax Appointment. January is the beginning of tax season. If you have not made an appointment to have your taxes prepared, we encourage you do so before the calendar becomes too crowded. 11 - Report Tips to Employer. 15 - Employer’s Monthly Deposit Due. 15 - Farmers and Fishermen Estimated Tax Payment Due. Payments of I...

2

Our Team : Stratz & Company Financial Services

http://www.stratzfinancial.com/team

Timothy R. Stratz. Tim understands that his professional existence is based on the strength of his relationship with his clients. Working in the financial services industry since 1987, Tim has based his ongoing personal and business success on the referrals of satisfied clients; including families, local small business owners, professionals, corporate executives and financial institutions. In the Stratz and Company office, Charlotte manages, runs, plans, coordinates, strategizes, engineers, prepares and ...

3

Tax Organizer : Stratz & Company Financial Services

http://www.stratzfinancial.com/Library/Taxes/Tax-Organizer

Tax Deduction Finder and Problem Solver. Our Tax Organizer is designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of seven parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return. Required For All Returns. Includes Instructions, Taxpayer Information, Dependents, Estimated Taxes, IRA Activity, Miscellaneous Income and Refund Direct Deposit Information.

4

Tax Forms : Stratz & Company Financial Services

http://www.stratzfinancial.com/Library/Taxes/Tax-Forms

Below is a list of IRS tax forms you may view, print or save to your hard drive. You can use Ctrl F or Cmd F on your keyboard to search by code or title. 180 South Lake Ave. Investments and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC. California Insurance License #0D73411.

5

Calculators : Stratz & Company Financial Services

http://www.stratzfinancial.com/Library/Calculators

Auto loan - Accelerated payoff. By making a small additional monthly payment toward principal, you can greatly accelerate the term of your auto loan and, thereby, realize tremendous savings in interest payments. Use this calculator to help estimate the potential time and interest savings. Auto purchase - Loan versus 0% dealer financing? How much can I lower my monthly payment with a new auto loan? How much vehicle can I afford? Experts suggest that you should not allocate more than 20% of your take-home ...

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We assist our clients in every aspect of their financial lives. Wherever you are on life's journey, we can help you make confident financial decisions about your future. Our customized programs are designed to grow and protect our clients, enabling their families and businesses to thrive. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. Our staff consists of experien...

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