Services
Individual & Business Taxation
When it comes to individual and business taxes, change provides opportunity for tax planning. We keep on top of these changes to provide you with the best advice and strategies, especially through planning opportunities. You can depend on us for objective guidance and personal attention. We believe in focusing on your long-term financial goals and steering your current needs in a direction to meet them.
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Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.
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Tax regulations are constantly changing and becoming increasingly complex. Without a clear tax strategy, business decisions can negatively impact the economic results over the lifetime of your business. Working with you throughout the year, not only at tax time, we can develop a well-defined tax plan that considers corporate and individual factors to minimize your overall tax burden.
Financial Statements
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Compilations
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Reviews
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Preparation
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Our firm offers the services for the preparation of compiled, reviewed or preparation financial statements. We will consult with clients to decide what level of financial statement services best meets the needs of the business and the financing agent.
Retirement Planning
We offer specialized guidance and support in developing a retirement plan that delivers a secure and comfortable retirement and peace of mind during your retirement years.​
We Will:
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Review expenses that will be, or are likely to be, incurred during your retirement and create a plan to eliminate any shortfall between income and expenses.
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Identify the primary source of retirement income that you have or should have and calculate the savings required for you to retire at a specific age and achieve your desired lifestyle.
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Create strategies for preserving and growing retirement account balances and determining distribution amounts.
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Recommend a diverse range of tax efficient financial tools – IRA’s, 401(K)s, investments and tax-sheltered opportunities – that are best suited to your age and retirement timeframe.
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Develop a backup plan that responds to unpredictable and unfortunate events, such as death or disability, which can undermine even the best-laid retirement plans.
Estate Planning
We have a professional and comprehensive approach to estate planning. We collaborate with your other team members – attorneys, investment advisors, appraisers and insurance agents, working together to ensure that every step of the process is properly addressed in developing your estate plan.
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We Will:
- Review wills, trusts, retirement plans and other estate planning documents.
- Develop a strategy that fulfills your goals while preserving assets, reducing estate tax liability and providing for sufficient liquidity.
- Explain different methods of property transfers, estate tax rules, the impact of the most current estate planning legislation and possible future changes in rules and regulations.
Consulting
We offer consulting services that can be tailored to individual and business clients to assist them in achieving their goals. Some of these areas include:
