Back to top

Individual Services

We have discovered that our clients like the idea of being able to come to one place to provide them with almost all of their financial solutions.

For individuals, we provide all the traditional services of CPA firms such as preparation of individual, trusts and estate tax returns and tax consulting. We will help you with government correspondence and representation should you need it.

Our sister company CPA Investment Solutions, Inc. provides financial planning, investment services and risk management that is not product driven but goal driven. Our financial planning is comprehensive covering the six major subject areas required by many professional financial planning organizations. These areas include current net worth and cash flows, risk management, investment management, retirement, taxes and estate planning. We also can include other goals you might have like college education savings.

Having a plan is only half the battle of achieving your goals. The other half of the battle is actually sitting down and putting things in place.

As part of our financial planning service, we work with many professionals to help you implement your plan. We work with attorneys to help you put together an estate plan to take advantage of tax and probate benefits, as well as, helping with the transfer of your assets to your benficiaries.

Every three years we encourage you to update your plan to make sure you are still on track.