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    Softron Tax

    3.0 (2 reviews)

    Services - Softron Tax

    Current year tax preparation and filing

    Investment management

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

    Softron Tax Photos

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    Investment Planning Counsel - John Soutsos and Gus Gianias

    Investment Planning Counsel

    (1 review)

    My late Mother was John Soutsos' second customer when he started out in 1986. She did not know him…read morebut he was recommended to her by John's first customer whom I believe also did not know him. My husband and I began investing with John about 15 years ago. John Soutsos has taken the time to educate us about investing and explains everything that he recommends in patient detail. He keeps in regular contact with us without overdoing it. By reading the pulse of each of his clients, he determines how much contact the individual wants and does his best to fulfil that need. At times during the past decade of serious declines, he has encouraged us to not panic and he advised us to fight the urge to sell when values were low and others were selling. We have been very satisfied with his advice and have recovered all of the declines and our portfolio has been growing. I am retired and my husband is on the verge of retirement. We are well-positioned financially due in large part to following John's advice in both dollar cost averaging and in diversification. I have recommended John Soutsos to friends without hesitation. He is the consummate professional. Yes, I am a fan.

    From the owner: Retirement Planning for those still working and Retirement Income Programs for those already in…read moreretirement. Estate Planning to help people transfer their assets in a tax efficient manner to the next generation. Private Wealth Management for high net worth investors looking for portfolio customization and optimal investment performance. Risk Review - to assist clients in identifying the potential risks that might stop them from achieving their financial objectives, such as premature death, disability, critical illness and the need to fund long term care.

    Softron Tax - investing - Updated May 2026

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