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Are you tired of working with tax preparers or CPAs who charge you fees for entering your data into a software? Is your tax burden eating up your ability to save towards your financial goals? Yeto People can help you reduce your tax burden and help you make better financial and investing decisions.
We help individuals and families remain compliant with tax laws and regulations while reducing their tax burden by using tax planning strategies affluent Americans use to pay less taxes.
We provide bookkeeping and outsourced CFO services to busy professionals to ensure that they access relevant information to make and drive business and financial decisions.
All W-2 from all employers, 1099-G, 1098 Mortgage Interest Statement, 1098-T (if, paid tuition), 1099-MISC, W-2G
Forms 1099-SSA, 1099-R, 1098 Mortgage Interest Statement, 1098-T (if, paid tuition), 1099-MISC, W-2G
Profit and Loss statement, 1099-NEC form, 1098 Mortgage Interest Statement, 1098-T (if, paid tuition), 1099-MISC, W-2G
1099-DIV, K-1, 1098 Mortgage Interest Statement, 1098-T (if, paid tuition), 1099-MISC, W-2G
Profit and Loss statement, 1098-T (if, paid tuition), 1099-MISC, W-2G
Social Security Card (numbers), address, banking information, last 3 years tax returns, and all the other relevant tax documents
Yeto People helps clients and partners gain financial education to assist them in developing a game plan to achieve financial freedom. Example of skills we help people build include: budgeting, financial plan development, understanding financial products for individuals and families, insurance, retirement strategy, to name a few.
Yeto People educates clients and partners in Chicago about different investment options/assets (real estate, stocks, private equity, mutual funds, REIT, bonds) to help them develop a comprehensive financial plan that takes into account their risk-return profile, as well as short and long terms financial plans and strategy.
1859 S. Ashland Ave, PO Box 8196, Chicago, IL 60608
Reach out to Yeto People'sTeam: yeto.people@yetoadvisory.com For general inquiries: welcome@yetoadvisory.com
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This website's content is not legal advice
Call or text (773) 937-1264 or email welcome@yetoadvisory.com to schedule your appointment