Individual Consulting Services

Individual Consulting Services

Every day we are faced with a lot of decisions, big and small. Some of those decisions deal with major life events, that if not well thought out and planned, could lead to some serious accounting disasters or negative tax implications. Thus, it is important to consult with a tax/accounting professional to help you guide and implement a well planned decision making strategy.

Our consultation can include but is not limited to:

  • Tax Planning for the Next Tax Season
  • Buy/Sell Home
  • Retirement Planning & Analysis
  • Cash Flow Analysis