Welcome to S. Landau Services
I provide financial services and investment planning to individuals and businesses.
My business is about my relationship with my clients. I enjoy every opportunity of getting to know someone on a personal level, and then getting the chance to work together on improving their financial future.
In addition to preparing and filing your tax return, I can also help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement, and estate planning goals.
When you are ready to schedule a meeting, feel free to contact us through the website, email, or by phone.
Investments and financial planning services are offered by Steven Landau through his affiliation with Avantax, a Cetera community.
* This document portal and all components are for Tax and Accounting business purposes only. The portal may not be used for Wealth Management and Financial Advising in any capacity.
Helpful Content
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
View all articles 
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
View all calculators
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.