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
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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
Get Business Support

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.

Resolve a Tax Issue

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
Protect What Matters

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

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.