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Your Financial Plan.

Your Financial Plan.

It is your unique blueprint that will define where you want to go and how to get there. It’s not a one-time event but an ongoing process that you will use to guide your financial decisions to help you arrive at your planned destination.

We’ve mapped out a holistic approach for every aspect of your financial plan using the Tax-Smart Investing and Tax-Smart Planning Concepts to systematically construct your unique plan.

The Tax-Smart Planning Concepts cover the following areas:

  • Tax-Focused Investment Strategies
  • Retirement Planning & Withdrawal Strategies
  • Family Risk Management
  • Business Planning
  • Legacy Planning
  • Education Planning
  • Cash Flow Management

Client Experience Overview 

Introductory Meeting. Our initial meeting is focused on getting to know each other, your financial goals and what you want to work towards in the long term. We will set expectations and discuss how we’ll engage with you for ongoing management. If we both feel the relationship is a fit, we’ll agree to move forward.

Data Collection. We will ask you to provide information your current financial situation to build your client profile. This includes your investment goals and experience as well as your time horizon for investing. In this step, you’ll receive documents that detail the products and services that we provide and how we’ll work together

Planning Meeting. We will set a meeting with you to discuss our strategy and recommendations. 

Preparing Your Paperwork & Account Opening. Our team will prepare the paperwork to begin implementing our plan and opening your accounts
Ongoing Client Management. We’ll also schedule regular meetings throughout the year to touch base, review your plan, and prepare and file your tax returns.

Tax Services

Tax Services

Our tax services are designed help you develop tax strategies to

  • Minimum your tax liability
  • Maximize your cash flow
  • Ensuring that you receive every tax advantage available in the law 

Tax Services

  • Tax Return Preparation
  • Tax Planning
  • Year-end Tax Projections
  • Trust & Gift Tax
  • IRS Problem Resolution
CAS Services - Client Account Services for Small Business

CAS Services - Client Account Services for Small Business

What are CAS Services? Our CAS Services are designed to deliver the financial services necessary for your small business to succeed. The primary services provided are:

  • Accounting & bookkeeping
  • Payroll
  • Accounts receivable
  • Accounts payable & bill payment solutions
  • Cash flow management
  • Forecasting & planning
  • Tax reporting (1099-NEC / 1099-Misc)
  • Tax preparation & Filing

Industries served:

  • Medical & Dental
  • Professional Services / Consultants
  • Attorneys

Premium Service

The Premium Service includes everything in the Standard Service along with quarterly review meetings, accounts payable with online bill pay, accounts receivable management, employee expense reimbursement, workers compensation insurance, audit, tax notice response, review meeting with your financial advisor/estate team.

Standard Service

The Standard Service includes everything in the Basic Service along with expanded financial reporting, fixed asset tracking, entity annual report filing, ongoing monitoring of your IRS account and audit detection services

Basic Service

Our Basic Service provides the foundation for your business to help your books and payroll stay in order, and all your business and individual tax preparation and filing compliance matters are handled.

This package is popular with startups or businesses owners who want to position their business to grow.

Having these basic money matters covered will free up a business owner to focus on serving their customers and growing their businesses.

Quickbooks Online Review & Diagnostic Service

We provide a complete review and diagnostic of your QuickBooks online system that helps you identify problems, put a plan together to address the issues that have been identified, and determine how you can improve your use of the system.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  865-312-6238