Welcome
Everyone has a story, learn mine.
My Motto:
Authentic Advice & Guidance
After a 20 year corporate career, I entered the financial services industry for a company that provided financial planning through selling financial products.
One year later I left looking for a better way.
The Mission was simple: How to Integrate Business Value Growth with Tax and Financial Planning by focusing on the advice you need while reducing your total planning expenses.
Welcome to Integrated Tax and Wealth Group.
Get to Know Me and what drives the advice I give.
Movie
KARATE KID
Discipline is a key ingredient to success. Who does not like an underdog success story.
Pet
Duke & GLORY
Taking care of these two is one of my favorite hobbies
Cooking
ITALIAN
Spending my teenage years working at Proietti’s Italian Restaurant rubbed off on me.
Vacation
FINGER LAKES
It should be the eighth wonder of world. Its so beautiful and peaceful.
Education & Certifications
MBA – University of Buffalo Accounting – SUNY Fredonia
Enrolled Agent – US Treasury
Certified Value Builder
Certified Exit Planning Advisor – EPI
Certified Financial Planner – CFP® Board
Born & Raised
ROCHESTER, NY
Great area to grow up in and raise a family. Everything from the arts, to skiing in the winter.
Workout
Running & Free Weights
Dedication produces amazing results.
Life Dream
SOCCER – WORLD CUP PLAYER
Everyone has a dream – mine was being a professional soccer player playing in the World Cup.
Who We Are
We are a non-traditional accounting firm and an independent registered investment adviser with the State of New York. With expertise in business value growth, taxation and financial planning, we specialized in helping our clients create Integrated plans.
Our Mission
Our mission is to be your guide to create your personalized Integrated Plan. The goal of this plan is to legally save you as much as possible on your tax bill and provide you with a Wealth Plan you can manage over time.
What We Do
Utilizing comprehensive tax strategies and our 6-D tax process we create a personalized tax plan. Through our detailed guidance we work with our clients to create a customized financial wealth plan. Once complete we integrate the plans into one Tax and Wealth Plan minimizing taxes, protecting and growing wealth.
Our 6-D Tax Process
01
Discover
Working together we will conduct a fact find to understand your current situation. We will clearly define your professional and personal goals.
02
Design
Here we evaluate all our the tax strategies that could provide tax savings to initially design your plan.
03
Develop
Development will further refine you plan to identify the key strategies based on tax savings / return compared to cost.
04
Deliver
We will deliver a complete documented strategy plan. Your plan will include the top strategies to implement immediately and additional strategies for further future savings.
05
Deploy
We include a list of action items to deploy the top strategies. At your discretion we can help with the deployment.
06
Determine
Finally within a year we will determine if there any tax law changes and additional strategies you can implement for further tax savings.
Why choose us?
Each plans is individually developed to meet your personal and business goals.
We commit to deliver a plan that will simply reduce your taxes and guide your wealth building.
Your plan will be designed to meet a very high bench mark of a 3 to 1 return within the first year. Most plans continue to produce savings in future years as well.
Jason has over 20 years of corporate experience, he is an Enrolled Agent, recently passed the CFP® Exam and has his MBA. He most recently spent time in the investment industry.
About Our Owner
Jason Zukoski, EA
Integrated Tax and Wealth LLC is owned by Jason Zukoski. Jason is an Enrolled Agent, recently passed the CFP® exam and has his MBA. He spent over 20 years in corporate finance for a Fortune 500 company and most recently at New York Life as a Registered Representative. He is a member of the CFP Board Organization, the National Association of Enrolled Agents, and American Society of Tax Problem Solver. He understands how important it is to integrate your tax plans with your complete financial portfolio.
He was born and raised in Webster, NY and currently lives in Rochester, NY. He enjoys his time outside the office with his family, playing games, cards, fishing and skiing.
An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of Treasury to represent taxpayers before all administration levels – examination, collections, and appeals of the Internal Revenue Services (IRS