Antonio Monterrosa
Manager, Tic Tax Dough LLC
Tic Tax Dough, LLC
2121 Banbury Dr
Anchorage, AK 99504, US
Affiliations
Professional Details
I am an ideal fit for folks ages 50 – 69 who seek concrete numbers to support their decision of when to claim Social Security retirement benefits. As an experienced tax preparer and tax advisor (I am an Enrolled Agent admitted to practice before the IRS), I can prepare and file your taxes, using what I learn to advise you on moves to minimize tax on future income. Finally, as a Certified Financial Planner(TM), I can answer your questions regarding investing, insurance, Medicare, retirement planning, estate planning, and who will care for you as you age. What I most strongly emphasize: how to keep as many of your dollars in your own pocket, and pay as few as legally possible to the IRS.
Areas of Expertise
- Financial Education
- Financial Planning
- Retirement Income Planning
- Social Security Disability Benefits
- Social Security Planning
- Tax Planning
- Wealth Management
Credentials
- Certified Financial Planner (CFP)
- Enrolled Agent (EA)
- Preparer Tax Identification Number (PTIN)
Real Stories from Real People
Most People Leave Money on the Table
96% Don't Optimize
Very few people get all the Social Security they’re entitled to.
$111,000 Average Lost
The average household is losing $111,000 in potential income.
1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
