Latest News
- 2021 Tax Filing Date Extended
(posted: Mar, 2021)2021 filing date is now May 17.
Latest Blog
- Take Aim at Like-Kind Exchanges
(posted: Aug, 2021)Arrange a like-kind estate swap before the like-kind exchange break is repealed
Jack's Wit & Wisdom
- You never have it made."
Jack Polly (Founder)
Polly, Scatena, Vasheresse & May
Services for Individuals
At PSVS we understand that every financial decision you make is a very personal choice which can effect your future. This is why we are all committed to help you ensure that each of those decisions is the right one.
Here is a short list of some of the services we offer. If you don't see what you need then please pick up the phone and give us a call.
Individual
Estate Planning
Whether you are 18 or 88 it is never too soon, or too late, to get your estate in order. We can help you understand the differences between wills and trusts, advise you on "gotchas" to avoid, and much more.
Individual
Investments
Whether you are just getting started or a seasoned veteran we can help you ge the most out of your investment strategy.
Individual
Life Insurance
Choosing the right life insurance options can be complicated at best. We have years of experience coupled with all the current options to help you make the right choice.
Individual
Real Estate
"Bargain Purchase", "Increased Value", "Cap Rate" - start with a brilliant strategy and you will succeed. Our team has the knowledge and experience you need.
Individual
Retirement Strategies
Retirement strategies are a personal journey with every stage of life presenting its own challenges. We can help you whether you are getting started or adjusting an existing portfolio.
Individual
Tax Audits, IRS & State
IRS and State tax audits are stressful, but with PSVM on your side they don't have to be.
Individual
Tax Preparation & Planning
State, Federal, deductions, penalties, extensions - whatever you need we have decades of experience and all the most recent information to guide you through the confusion and protect you from any problems.
Individual
Trusts
Trusts are a valuable tool for anyone with assets they would like to pass to another individual.
Individual
Wealth & Income Planning
Wealth planning begins by developing a big picture overview of your unique needs and goals. Our experts will take the time to help you identify these elements, and with that information will also help create the right strategy for you.
