Personal Accounting & Financial Services

Individuals and families can have complex finances that require very tailored CPA services. We provide personalized counsel for our clients on tax planning, tax filing, delinquent tax payment negotiations, and basic financial advisory services.

Planning Services:

  • Beneficiary Designations
  • Charitable Giving Goals
  • College Planning
  • Estate Planning
  • Gift Planning
  • Tax Planning
  • Retirement Planning

Financial Advisor Services:

  • Work with you and your Financial Advisor to evaluate the tax consequences of their recommendations
  • Help clients to secure loans and credit
  • Develop plans for savings and investment growth
  • Evaluate Lease vs. Buy options
  • Predict future income and expenses

Tax Advisory Services:

  • Plan Short Term and Long Term goals to lower tax liability
  • Ensure Client Compliance with all applicable tax laws
  • Reduce the effect of Estate and Inheritance Taxes by providing Retirement and Estate Planning Advice
  • Prepare and File Tax Returns

Tax Payment Arrangement & Negotiations:

  • Assist with Tax problems, represent the client before government agencies
  • Have the existing tax liability deemed uncollectible
  • Litigation Support
  • Offer-in-Compromise
  • Payment Plans