Downing Tax & Financial Service

Wealth Management Solutions for Life. 

Tax Preparation  ♦  Investments*   

Professional Money Management*  

Welcome to Downing Tax & Financial.

Based in the Santa Clarita Valley, we specialize in financial planning and investments*, individual and business tax returns, insurance services, bookkeeping and payroll services. In addition we also can assist in IRS representation, mortgage loan services and notary services. While browsing our web-site, you will find a wealth of information in the form of newsletter articles, calculators, research reports, steps to evaluate your financial situation, and income tax resources.

We hope your visit will help you understand the opportunities and potential rewards that are available to you when you take a proactive approach to your personal financial situation and the value of working with skilled professionals to pursue and reach your financial goals. We are here to assist in educating you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We look forward to you taking advantage of this resource and hope you visit us often. 

 Access my Investment Account                Access my Secure LockBox 

                                                   

   * These services are offered by Robert & Nicole Downing through their affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM. They are offered by Emily Crowley through her affiliation with H.D. Vest Investment Services SM.
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Lease Payment

How much would your monthly lease payment be?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

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