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What We Do

NetWorth Financial Services

What We Do

Tax Planning & Tax Preparer Atlanta

For many investors, tax planning is often done retroactively. Our goal at NetWorth Financial Services is to find proactive ways to help you save money on taxes. Integrating tax planning, tax preparation, and investment management can offer a comprehensive approach to help manage the negative consequences of taxes and uncover hidden opportunities that might have been overlooked.

We offer tax planning and preparation as a tax preparer not only to our existing investment management clients but to the general public as a valuable tool and service to maximize your income and investment potential. In fact, we have a CPA who is also a financial planner! Meet Robert Ostapower, CPA, CFP®.

  • Proactive tax planning and tax return preparation
  • Integrated with investment strategies
  • Limit negative tax consequences
  • Uncover hidden opportunities

NetWorth Financial Strategies.

Based in Atlanta but working with people all over the U.S.!

Services From:

NetWorth Financial Services

We offer a large range of services that can be scaled up or down to meet the needs of multigenerational families, women on their own, and pre-retirees. Schedule a complimentary meeting with us to discuss your personal goals and we will create a custom plan for you.

Financial Planning & Strategy
Retirement Planning
Investment Management
Risk Management
Tax Planning & Tax Preparer
The Wealth Empowerment Program

Getting Started:

How the Process Works

Getting started is easy with Phase I—discovery. We start by uncovering your most heart-felt goals and desires for yourself and your family, followed by Phase II the creation of a customized strategy just for you. From there we meet and refine your strategy, then move forward to implement. Throughout the year we monitor & adjust, meeting annually to formally review. In fact, the process of working together is circular and designed to last throughout your lifetime as your family goes through marriages, births, deaths and other life events that require a change of plan.

What We Do

Explore the Many Aspects of NetWorth Financial Services

The Wealth Empowerment Program
About Our Firm
Our Mission
Meet the Team
Who We Serve
What to Expect
Explore Resources
Client Access

11255 Parsons Rd, Suite 200
Johns Creek, Georgia 30097

Phone: (678) 319-0111
Fax: (678) 319-0185

Form ADV Part 2A | Form CRS | Client Access

Contact Us:

Schedule a Complimentary Meeting

We would love to meet with you to discuss your financial situation and your retirement. We invite you to contact us, give us a call at (678) 319-0111 or fill out this form and we will reach out to you as soon as possible. We look forward to meeting you.

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