Phone: 919 619 7303
simon@dartfinancialservices.com
Tax Preparation and Tax Planning
DFS provides complete tax preparation and tax advice services for individuals and families. In particular, we advise on tax planning for retirement and assist those approaching retirement or already in retirement. DFS also specializes in providing tax preparation and planning for British expatriates, individuals and families, who are resident in the United States. ​
Financial Planning and Portfolio Management
DFS offers financial planning and consulting services involving investment and non-investment related matters including retirement planning, estate planning, college savings and tax planning. DFS offers assistance regarding major financial decisions.
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DFS offers ongoing non-discretionary portfolio management services based on your individual investment goals, time horizons, objectives and risk tolerance.
