Tax
Consulting
Business Succession
Individuals
As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.
It’s also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns — so you don’t miss out on any tax credits and deductions that you are entitled to take.
Most people have clear financial goals, whether it’s having enough money to retire comfortably, saving enough for your children’s education, or passing accumulated wealth to future generations. Less clear is how to get there, and you may have questions such as:
How much risk should I take to reach those goals?
Will I have enough money to retire?
How can I save for my children’s education and save for retirement too?
Are there ways to minimize taxes on accumulated wealth?
Should I convert to a Roth IRA?
What impact does social security have on my tax situation?
These are valid concerns. Financial planning is complicated, and you’re busy enough with everyday life. The good news is that we have answers. As a premier financial services firm, we know what it takes to make sure our clients achieve the financial independence they deserve after a lifetime of hard work.
What we do for you:
Develop a comprehensive personal financial plan to achieve your goals
Periodically review your personal financial plan as your life situation changes
Integrate your financial plan with your tax planning (individual and business)
Evaluate estate, gift tax, and trust tax strategies to preserve wealth
Review investment strategies (are you paying too much in fees?)
Evaluate investment and retirement portfolio risk (more aggressive, less
aggressive)Help you understand Required Mandatory Distributions (RMDs) from IRAs
Analyze your current budget versus your retirement budget
Create a retirement income distribution plan that meets your goals
Estates & Trusts
As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate and tax trust preparation.
Planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children.
The reality, of course, is that most people do procrastinate and never get around to estate planning until it is too late. There are many reasons why this happens. Perhaps you are under the impression that it is too expensive. Maybe you just don’t want to think about death because it’s unpleasant or feel that because you are young and healthy, there’s plenty of time to worry about the future later.
Unfortunately, you could be wrong, and your family could be in for a surprise. Because if there’s no estate plan in place, then state laws dictate how your assets and property are divvied up — not you or your family.
If you’re ready to start planning for your loved ones’ financial future, you probably have plenty of questions. The good news is that we have answers. We’ve developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate planning.
Here’s what else we do for you:
Allocating assets to spouses, children, trusts, and charities
Periodic review of estate planning needs as your family situation and finances change
Gift tax strategies
Business succession planning
Trust administration
Tax planning and preparation including estate, gift, and fiduciary tax returns
If you haven’t developed an estate plan, it’s not too late.
Call our office and schedule a consultation today because you and your loved ones have nothing to lose, but everything to gain.
Business Taxes
When you first started out, and money was tight, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, pay estimated taxes, and need to manage your cash flow better, it’s time to find a trusted advisor to partner with all year long, not just at tax time. We’ll help you minimize tax liability through the use of proven tax planning strategies We also provide state and federal income tax preparation and filing, local and state sales tax, profit and loss statements, mergers and acquisitions, and entity selection and structure.
