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Maximize Your Income Today Protect Your Legacy For Tomorrow

Theelis Tax LLC
Income and Estate Tax Services

Maximize What you Keep. Protect What you Pass On.

Imagine being able to grow your savings today while ensuring the wealth you’ve built over a lifetime is protected for future generations.

Theelis Tax offers a hands-on approach to tax savings and legacy planning, giving you the assurance that every dollar saved stays where it belongs.

Income Tax Planning & Preparation

We create a custom Income Tax Plan tailored to your unique financial profile, helping you keep more of what you earn.

Then, we prepare your Tax Returns with precision, so every strategy is executed accurately.

Estate Tax Planning & Documentation

For those planning their legacy, we craft strategic Estate Tax Plan designed to protect your wealth from unnecessary taxes.

Then our experts guide you to prepare your Estate Documents, to ensure your assets are properly transferred to your heirs

What To Expect

Consultation & Tax Plan

We start by understanding your unique background and creating a personalized Income Tax Plan to reduce income taxes and/or an Estate Tax Plan mitigate future estate taxes.

Preparation & Documentation

For income taxes, we prepare Tax Returns, so every strategy is applied correctly.
For estate taxes, we help you to prepare Estate Documents , to maximize your legacy.

Contact Us

You’ll fill out the contact form below to indicate your interest in working with us, the service(s) you requested and to get a free quote.

Provide Info

We’ll request records and documents from you via a secure link. Documents requested will vary depending on the service(s) requested

Get a Free Quote

We’ll review tax information & provide a no obligation quote. If you wish to proceed, we will share secure links to make payment towards the service(s).

Execution

We execute the service(s) requested and present them to you in a virtual meeting, for your sign off. Once you are satisfied, we proceed to finalize the service.
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What To Expect

Contact Us

You’ll fill out the contact form below to indicate your interest in working with us, the service(s) you requested and to get a free quote.

Provide Info

We’ll request records and documents from you via a secure link. Documents requested will vary depending on the service(s) requested

Get a Free Quote

We’ll review tax information & provide a no obligation quote. If you wish to proceed, we will share secure links to make payment towards the service(s).

Execution

We execute the service(s) requested and present them to you in a virtual meeting, for your sign off. Once you are satisfied, we proceed to finalize the service.

Bio

I am Stephen, the Founder of Theelis Tax helping you minimize your lifetime taxes.

Background:

  • Extensive expertise in the financial services industry since 2002

  • Obtained the Enrolled Agent (“EA”) designation, which is the highest credential awarded by the IRS. Like CPAs and attorneys, EAs have unlimited rights to represent taxpayers before the IRS.

  • Certified Financial Planner (CFP®) & Chartered Financial Analyst (CFA).

  • Member, National Association of Enrolled Agents (NAEA)

  • Chartered Special Needs Consultant (ChSNC) and Accredited Investment Fiduciary Analyst (AIFA®).

  • Virginia Life, Annuities, and Health Insurance license.

  • MSc Global Finance (NYU Stern School of Business) & MBA (Lagos Business School).
Stephen Adekeye, CFA, CFP®, ChSNC®, AIFA®, EA
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You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.
Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.
Copyrights © 2024 Theelis Tax
Copyrights © 2024 Theelis Tax