SERVICES
Individual Services
Your source for trusted personal and business tax preparation.
Common Questions We Help You Answer
Most people have clear financial goals — retiring comfortably, saving for a child's education, or passing wealth to the next generation. Less clear is the path to get there. The good news is, that's exactly where we come in.
Here's what we do for you:
How much risk should I take to reach my goals?
Will I have enough money to retire?
How do I save for my children's education and for retirement?
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?
Personal Financial Planning
Financial planning is complicated, and you're busy enough with everyday life. As your CPA, we make sure you have the insight and structure needed to achieve the financial independence you deserve.
Here's what we do for you:
Develop a comprehensive personal financial plan to achieve your goals
Periodically review your plan as your life situation changes
Integrate your financial plan with your tax planning (individual and business)
Evaluate estate, gift tax, and trust strategies to preserve wealth
Review investment strategies (are you paying too much in fees?)
Evaluate investment and retirement portfolio risk
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
It's Never Too Early to Plan for Retirement
Successful retirement planning starts with a plan that's based on your current financial situation while meeting your projected goals down the road.
Tax rules around retirement plans are complex. Each benefit plan has specific IRS requirements, and it's important to understand the tax implications of your choices. Whether you're already saving or just getting started, we'll help you figure out what works for you and your family.
Here's what we do for you:
Evaluate your current financial situation, including assets and liabilities
Create a budget that meets your retirement goals
Review your Social Security account to determine the best time to begin benefits
Help you understand how other sources of retirement income affect your plan
Determine whether a lump-sum distribution or monthly payments work better for you