Broker Check


Anh Le, CPA

722 Lincoln Highway
Fairview Heights, IL 62208
Toll Free: (855) 336-5375
Office: (618) 589-9602
anh.le@hdvest.net

Our Products and Services

We provide assistance in the following areas:

Investments (*)

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning (*)

  • Retirement Plans (Individual and Small Business)
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax & Accounting (**)

Lead by a Certified Public Account and Enrolled Agent before the IRS with over twenty tax consultants, accountants, and tax preparers, we offer a full range of tax and accounting services through four offices in Metro East Illinois-St Louis Region (Fairview Heights, Cahokia, East St Louis, and Belleville West)

I. TAX PLANNING

  • Individual Tax Planning & Preparation
  • Tax Reduction Strategies.
  • Business Start Up, Counsel and Corporate Tax Planning
  • II. TAX PRESENTATION BEFORE IRS - TAX RESOLUTION

  • IRS and State Tax Audit and Examination
  • Offer-in-Compromise
  • Penalty Abatement
  • Installment Agreement
  • III. ACCOUNTING SERVICES

  • Individual and Business Tax Preparation
  • Small Business Accounting Services
  • Payroll Services and Reporting
  • Business Organization/Set Up

  • (*) These services are offered by Anh Le through his affiliation with HD Vest.

     (**) IRS CIRCULAR 230 NOTICE: In compliance with the IRS requirements, we inform you that any U.S. tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding tax penalties or in connection with marketing or promotional materials.