Explore Our Services
At Dovermont Wealth & Tax Solutions, we offer apersonalized financial planning, strategic tax support, and ongoing wealth management – all designed with accessibility, clarity, and long-term growth in mind.
Financial Planning & Wealth Management
We help individuals, families, and small business owners gain clarity, control, and long-term financial confidence. Our approach integrates investment strategy, budgeting, and life-centered planning — personalized to your income, goals, and stage of life.
- Personal Financial Planning
- Emergency Fund & Savings Strategy
- Investment Planning & Dollar Cost Averaging (DCA)
- Retirement Planning & Goal Mapping
- Education & Major Life Event Funding
- Risk Tolerance Assessment & Portfolio Construction
- Ongoing Fee-Based Advice — Designed for All Income Levels
Business & Self-Employed Planning
From entity setup to retirement and quarterly coaching, we provide guidance built for the self-employed and small business owners.
- Entity Structuring Strategy (LLC, S-Corp, Sole Proprietor)
- Solo 401(k), SEP IRA, SIMPLE Plan Setup
- Estimated Tax Planning & Coaching
- Exit & Succession Planning
- IRS Audit Prep for Entrepreneurs
- Multi-Source Income Strategy
IRS Representation & Strategic Tax Planning
We support clients facing IRS issues or seeking strategic tax planning that goes beyond basic prep.
- IRS Notices & Installment Agreements
- Back Tax Resolution & Penalty Relief
- Income Shifting & Deduction Strategy
- FBAR/FATCA Compliance
- ITIN Processing (CAA)
Note:
We do not offer standard individual tax preparation.
Estate, Insurance & Risk Management
Build a legacy. Protect your income. We help evaluate your current protection plans and simplify estate decisions.
- Life Insurance Review (Term & Permanent)
- Final Expense, Disability & LTC Planning
- Beneficiary & Legacy Coordination
- Will, Power of Attorney & Health Directive Coaching
- Asset Protection & Risk Guidance
Immigrant & International Tax Support
We guide nonresidents, expats, and immigrant professionals in navigating U.S. financial systems with clarity and care.
- ITIN Application & Renewal
- Cross-Border Family Filing Guidance
- FBAR/FATCA Reporting
- International Tax Planning
Financial Planning & Wealth Management
We help individuals, families, and small business owners gain clarity, control, and long-term financial confidence. Our approach integrates investment strategy, budgeting, and life-centered planning — personalized to your income, goals, and stage of life.
- Personal Financial Planning
- Emergency Fund & Savings Strategy
- Investment Planning & Dollar Cost Averaging (DCA)
- Retirement Planning & Goal Mapping
- Risk Tolerance Assessment & Portfolio Construction
- Ongoing Fee-Based Advice — Designed for All Income Levels