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Monitor your financial health accurately. We can assist in preparation of your personal financial statements or business financial statements in accordance with professional standards (GAAP) and help interpret the information for personal or management decision making. This includes income statements, profit and loss statements, balance sheets, and statements of cash flow.
Through a detailed financial review we will be able to effectively manage and better align your available cash with your choice of lifestyle or business endeavors without jeopardizing or sacrificing your financial stability and security. The analysis we perform is bound to provide clarity in an area many Americans and small businesses neglect and enable you to take control of your financial future.
Using our financial accounting expertise and a detail oriented audit approach, we are well equipped to investigate fraud or embezzlement and to analyze financial information for investigative use or legal proceedings.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Lower your overhead, outsource the headache and concentrate your energy and focus towards business growth.
Our tax specialist is in a unique position as a dual licensed Attorney and CPA and a previous IRS employee to handle your personal tax return.
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.
Our targeted tax strategies are aimed at reducing the amount of your taxable income and consequently, the amount of taxes you pay. Wealth preservation is our goal and paying unnecessary tax is not a part of that equation.
Your goals are unique to you. We are committed to listening to our clients to gain an understanding of what is truly important. This involves first discussing and defining your dreams then designing a custom comprehensive diversified financial portfolio for implementation to work for you towards achieving your investment goals while managing your risk tolerance to comfortable levels. Take steps to a more secure financial future today.
There is a huge selection of retirement plans ranging from IRAs, Roth IRAs, SIMPLE Plans, SEP plans, Keogh plans, to 401(K) plans to meet your needs.
We can explain the above plans and help you take advantage of the most advantageous options available to you. The key to successful retirement planning is understanding your current financial situation and projecting your future needs then taking action today to make sure you are sufficiently funded to make it happen.
Retirement may seem a long time away today, but don't let that fact mislead you to believe it isn't important to start planning now. Whether you are in your 50s or in your mid 20s it is never too late to start investing, but the simple truth is that the earlier you begin investing you will be in a better position to fund your needs and the lifestyle of your choosing when the time comes with the assistance of the time value of money. The simple translation of this concept: small amounts today make a very big difference over time. Many Americans today put retirement on the back burner until it is right around the corner and find themselves without sufficient reserves for retirement. Achieve peace of mind by planning in advance.