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WHAT WE DO

View All Services.

At Wealth DiversiFined

Available Online

📊 Tax Planning & Strategy Sessions

Plan Smarter, Pay Less

1 h
From 175 US dollars
Online Meetup or Our Newark Office

Service Description

Avoid surprises at tax time with a custom tax strategy for individuals and small businesses. Includes income projections, entity structure guidance, and deduction optimization.

Cancellation Policy

All appointments must be booked through our online system at www.wealthdiversifined.com. Upon scheduling, you will receive an email confirmation with appointment details and instructions for virtual or in-person meetings. You may reschedule or cancel your appointment up to 24 hours in advance at no charge. To modify your booking, use the link in your confirmation email or contact us at info@wealthdiversifined.com or (862) 332-0721. Appointments are held for 10 minutes past the scheduled time. Late arrivals may result in shortened sessions or the need to reschedule, depending on availability. For remote services, Zoom or Google Meet links will be provided at least 1 hour before your scheduled time. Please ensure a stable internet connection and a quiet environment for the session. Clients may be asked to submit relevant documents (e.g., IDs, tax forms, incorporation details) at least 24 hours prior to the appointment. Secure upload instructions will be included in your confirmation email. We are based in Newark, NJ but proudly serve clients nationwide via virtual consultations. In-person appointments are available by request and based on schedule availability. We’re here to help. Contact us at info@wealthdiversifined.com or call (862) 332-0721 with any questions before your booking.

Contact Details

862-332-0721

info@wealthdiversifined.com

58-84 Norfolk Street, Newark, NJ, USA

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How to get started with

Getting expert support has never been easier. Here’s how to start your journey with Wealth DiversiFined:

  1. Book a Free Consultation
    Choose a time that works for you. We’ll discuss your goals, challenges, and how we can help.

  2. Get a Custom Plan
    Based on your needs, we’ll create a tailored strategy, whether it’s business formation, tax support, or full concierge service.

  3. Launch with Confidence
    We handle the details so you can focus on growth, peace of mind, and financial clarity.

Speak to our expert, Marissa

Whether you’re ready to work with us or simply need some advice, we’re here to help.

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Get in touch

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