VLD INC.

Accounting, Insurance, Retirement, & Tax Services

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About Us

Vincent DiPietro | Tax & Annuity Specialists

I am a licensed tax preparer, a member of the National Association of Tax Professionals and have been preparing taxes for 40 years and also help people with there everyday bookkeeping and credit issues.​

Vincent DiPietro

Vincent DiPietro | Tax & Annuity Specialists

I am a licensed tax preparer, a member of the National Association of Tax Professionals and have
been preparing taxes for 40 years and also help people with there everyday bookkeeping and
credit issues.​

Vincent DiPietro
Our Services

Taxes, Accounting & Book Keeping

We prepare personal and small business taxes as well as supply any or all accounting needs.

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

 

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

Taxes, Accounting & Book Keeping

We prepare personal and small business taxes as well as supply any or all accounting needs.

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

Nine tips To Help Navigate
Your Social Security Decisions

These eye opening points could mean the difference
of thousands of dollars to you in retirement.

Order your FREE COPY now!






One Big Beautiful Bill Act

President Trump signed H.R. 1, One Big Beautiful Bill Act (OBBBA), into law on July 4, permanently extending key Tax Cuts and Jobs Act (TCJA) provisions and introducing new tax provisions. The new legislation introduces additional tax relief for middle-class families and workers while aiming to simplify compliance, reduce taxable income for certain earners and broaden access to tax benefits.

Building on the 2017 TCJA, the OBBBA retains popular elements such as reduced individual tax rates and the enhanced standard deduction. It also introduces notable updates, including a deduction for qualified overtime, expanded child tax credit and a deduction for seniors. It also launches Trump Accounts for young savers.

Click on the image to see how you may be affected.

Or click here to download

Nine tips To Help Navigate
Your Social Security Decisions

These eye opening points could mean the difference
of thousands od dollars to you in retirement.

Order your FREE COPY now!

We Love To Meet New People

Contact Us

VIRTUAL OFFICE

EMAIL

vince@vldfinancialservices.com

CALL US

(410) 668-5439

VIRTUAL OFFICE
EMAIL

vince@vldfinancialservices.com

CALL US

(410) 668-5439


Or you can submit the following form.







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