Personal Financial Planning
Retirement planning, education funding, investment policy statements, risk management, and integration of tax strategies with overall financial goals.
Strategic, Meticulous, and Attentive
When you engage David Valvik, CPA, PLLC for personal financial planning, you gain direct access to a seasoned financial strategist. We combine traditional rigorous accounting principles with the latest developments in New York state and federal tax statutes.
Key Deliverables & Benefits:
Your accounts are managed by David Valvik personally, ensuring zero errors and deep familiarity with your financial history.
Complete adherence to IRS, NYS Department of Taxation, and local municipality filing deadlines and regulations.
We identify legal deduction opportunities, structure changes, and credit qualifications tailored to your situation.
Speak with David Valvik
Have questions regarding personal financial planning? We are here to help.
Individual Services
Let's Look at the Numbers Together
Book an initial consultation at our Staten Island office or schedule a remote session via phone/video.