John Plachuta
Plachuta & Associates
1577 Spring Meadow Lane
Boothwyn, PA 19061-1924



Telephone: 610-485-7345

Fax: 610-485-9020

 

TAX PRACTICE INFORMATION

 

Type of Practice: Tax Preparation & Financial Consulting

Year Tax Practice Began: 1966

Range of Tax Preparation Fees: $85 - $300

Minimum Tax Preparation Fee: $85 = Form 1040 , Schedules A & B, and one state

How Tax Return Fees Charged: Combination of hourly rate and per schedule

Electronic Filing Offered?: YES

Range of Electronic Filing Fees: $25 - $50

Specialties or Area of Concentration: Individual, small and home business, and rental properties.

Business Hours During Tax Season: 8:00 am to 11:00 pm daily - 7 days per week, all year

Call First for Appointment?: YES

Accept Long Distance Clients?: NO. Client base is restricted to the Philadelphia Metro Area including Bucks, Chester, Delaware, and Montgomery Counties. Also, our practice includes the northern half of the State of Delaware.

Other Business Services Offered: Financial Consulting, College and Retirement Planning. We educate our clients about Mutual Funds, IRAs, 401k and 403b pensions, Lump Sum Pension Distributions and Annuity Rollovers, Mortgage Reduction Programs, and Long Term Care Insurance. We also sell instructional manuals to help individuals start part-time and home based businesses and other income producing ideas.

 

PERSONAL PROFILE

 

Education: BS, Business Administration, 1963, Drexel University; on going updating in tax and investment area.

Professional Credentials: Licenses: Life & Health Insurance - PA; Mutual Funds & Variable Annuities - DE, NJ, & PA.

Authorship: The Great American Dream (Own Your Own Home Free and Clear), Plachuta Publications, 1994.

 

COMPANY HISTORY & OBJECTIVES

 

Company Background and Objectives: Our firm started preparing income tax returns in the homes of our clients in 1966. We added financial services in 1984. We have over 31 years of income tax and money management service experience. We specialize in helping families with incomes of $30,000 to $100,000 per year. We try to make people aware that with proper planning and investing they can achieve financial security. Our business approach is friendly, personal and without pressure. We appreciate the opportunity to be of service to our clients. It is our goal to give our clients the best products and services in the area. WE ARE ALWAYS AVAILABLE FOR FREE ADVICE.

 

FINANCIAL SERVICES & INVESTMENT PHILOSOPHY

 

Broker/Dealer: Securities Offered Through:

HACKETT ASSOCIATES, INC.
P. O. Box 6647
918 Penn Avenue
Wyomissing, PA 19610

(610) 374 - 3155

Our Goal is to Build Financial Security for Our Clients: Our objective is to start our clients as soon as possible on the road to financial security by offering our various products and services in a four step financial plan:

1. The financial plan starts with our COMPUTERIZED INCOME TAX SERVICE. We save our clients tax dollars by making careful, painstaking inquiry into all legal deductions and tax saving possibilities. We use the latest computer software and technology to help us produce the highest quality product. We encourage consolidating credit cards and other debt into an equity loan thereby reducing the monthly financial burden.

2. We prepare investment programs, such as, IRAs and other retirement plans, by using MUTUAL FUNDS and ANNUITIES. We also encourage the use of mutual funds for systematic investment programs. This approach is the easiest way to accumulate assets over a long period of time.

3. Our EQUITY ACCELERATION PROGRAM is set up so that a typical 30 year mortgage is paid off in 20 years. Our program costs less than the interest on one monthly payment. The program provides our client a systematic plan to pay off the mortgage 8 to 10 years early and save $30,000 to $70,000 in interest payments. This program provides additional money for investment or college expenses.

4. Once our clients have accumulated the necessary funds through company pensions, IRAs, investment programs, and social security benefits and are looking toward retirement, we show them how to protect their families from catastrophic long term illness. We provide a flexible and competitive LONG TERM CARE INSURANCE program. A program that provides a choice of nursing home or in-home care is the best way to protect the family against the devastating cost of a prolonged illness.

WE PROVIDE OUR SERVICES WITH A FRIENDLY SMILE AND ARE ALWAYS AVAILABLE FOR CONSULTATION AND ADVICE.

OUR SERVICES ARE UNIQUE TO THE INDUSTRY:

  • We are the only business in the area that offers such a variety of money making and money saving services.
  • Our consultations are offered in the privacy and comfort of the clients home. YES, we make house calls at no extra charge.
  • Our computerized income tax service is very efficient and time saving since 98% of all income tax returns are totally completed on our first visit.
  • We offer our new clients a FREE FINANCIAL ANALYSIS (value $100) in order to determine their financial position and future goals.

 

"HOW TO" INSTRUCTIONAL MANUALS

 

Publications for Sale: All the manuals are prepared for the person who is seeking to make more money and improve their lifestyle. The manuals in many cases guide you with step by step instructions on HOW TO accomplish a specific objective.

1. THE GREAT AMERICAN DREAM - complete instructions and methods used to pay off your 30 year mortgage in 20 years and save thousands of dollars. $20.00

2. US GOVERNMENT AUCTION SALES - insiders handbook, money-maker of the 90's. $10.00

3. FINDING AND OBTAINING GRANT MONEY - insiders guide to locating college grants. $10.00

4. HOME-BASED BUSINESS FOR FUN & PROFIT - a guide to setting up your own business at home. $10.00

5. HOW TO GET A JOB FAST - secrets of finding and qualifying for the job you want. $10.00

6. MAKE MONEY WITHOUT LEAVING YOUR HOME - a guide to becoming your own boss. $10.00

7. MAKE EXTRA INCOME FROM PHOTOGRAPHY - a guide to becoming a freelance photographer. $10.00

8. FLEA MARKETS, SWAP MEETS, & GARAGE SALES - how to set up sales for maximum profit. $10.00

9. HOW TO GET PAID WATCHING TV - earning money while viewing your favorite shows. $10.00

10. WILLS AND LIVING TRUSTS - eliminate the hassle and expense of costly probate, lawyers and delays. $10.00

11. WORK WITH THE FEDERAL GOVERNMENT - a guide to locating federal jobs. $10.00

12. WRITE ALMOST ANYTHING AND GET PAID FOR IT - a guide to freelance writing. $10.00

All manuals are 100% satisfaction guaranteed for 30 days.
Order 1 manual at listed price;
3 manuals for $25;
6 manuals for $40;
and all 12 manuals for $75.
Prices include shipping and handling.
Please order the manuals by name and send
certified bank check or money order to:
 
Plachuta Publications
1577 Spring Meadow Lane
Boothwyn, PA 19061-1924.

 

BI-WEEKLY MORTGAGE REDUCTION PROGRAM

 

HOME OWNERS: If you have a 30 yr. fixed, $110,000, 7.25% mortgage, you will pay a total of $260,229. Do you realize that you will pay $150,000 in interest? No wonder the middle class homeowner is always in debt.

Our BI-WEEKLY PROGRAM will reduce the above 30 year mortgage by 8 to 10 years and save you $41,000 to $70,000 in mortgage interest without refinancing -- no points fee, no credit check, no appraisal fee, no closing costs, and no requalifying whatsoever. WE GUARANTEE THE SAVINGS.

PROCRASTINATION IS YOUR WORST ENEMY- IT ROBS YOU OF PRECIOUS TIME. You need help now. The sooner you start the BI-WEEKLY program the more you will save and the more you will have to spend. You should not to have a mortgage by age 60 or retirement. MOST PEOPLE DO NOT PLAN TO FAIL BUT THEY FAIL TO PLAN.

If you are in the PHILADEPHIA METROPOLITAN AREA -- including NEW JERSEY and DELAWARE, call for a FREE COMPUTER MORTGAGE ANALYSIS.

Start saving today, don't delay, please call John Plachuta -

(610) 485 - 7345.

 

WANTED: MORTGAGE CONSULTANTS

 

UNLIMITED INCOME POTENTIAL FOR THE RIGHT PERSON:

We will train you to save homeowners thousands in mortgage interest. You do not need prior experience in the mortgage field. No licenses or tests are required. You simply study our training manual and you will be ready within 3 weeks to make the income you always wanted. You are joining , US MORTGAGE REDUCTION, INC., the largest nationwide company in the business. You will be able to do business anywhere in the 48 states. We will show you how to expand your business and hire other agents to work with you.

If you have a BURNING DESIRE TO SUCCEED, and the need for UNLIMITED INCOME POTENTIAL, then you came to the right place. Take the first step today and call our toll free number to receive all the information that you will need to get started. Once you receive our information you will agree that earning $4,000 or more per month is for real. THE GREAT DESTROYER OF AMBITION IS PROCRASTINATION. Don't let procrastination destroy your dream of financial independence.

DON'T DELAY and CALL NOW for an opportunity of a lifetime.

1 - 800 - 365 - 7550 ext. 21815

Last Updated: December 1996


[star]Return to state page [star] Return to US Map [star]Return Home