Elizabeth Thole Merk, EA, LUTCF
Insights Financial & Tax Strategies, LLC
- Insurance Representation
- IRS Representation
- Over thirty years of progressively responsible positions in the Industry
- Internationally recognized for integrated Financial and Tax Advice
We offer proactive and forward facing Retirement Solutions, tax planning and financial strategies like recommendation and implementation of pension plans as one example. We offer group non-medical benefits through major carriers to firms with w-2 employees Internationally. We offer retro strategies and representation before the IRS for clients around the world from our offices on the Big Island of Hawaii.
Arranged by phone.
Serving clients nationwide through high technology and high personal touch.
Company Name: Insights Financial & Tax Strategies, LLC
Designations: EA, LUTCF
Many of the folks we speak with believe they have a huge problem. More often than not, we find it to be a simple matter, that is, if you have years working with the IRS and financial institutions like we do. We find often that clients really seek our advanced understanding of financial instruments like Roth vs. Traditional IRA as one simple example.
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Just Ask! - Terms & Conditions
There are no conditions related to the offer....,just ask!
Part of our work is representation before insurance companies concerning contested claims, and the relationship it has to trust tax returns. Just ask.