At CPA1040 Small Bus Sltns, we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, and estate planning services, we can help you to achieve your goals.
Many Americans are feeling the pain of large credit card or student loan balances, or are dealing with high mortgage-related or medical expenses, and can’t see a way to resolve them. At CPA1040 Small Bus Sltns, we offer complete experienced, responsive debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging. We provide sensible and sensitive budgeting and planning assistance, working with you to design an achievable roadmap to a healthier financial future.
The investment landscape changes rapidly, and savvy investors know that keeping their portfolios up-to-date and balancing risk and return is critical for investment success. At CPA1040 Small Bus Sltns, our knowledgeable advisors have the experience and the insight to help you manage your money and maximize the return on your investments. We will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, cash, REITs, and limited partnerships. We can also help you to determine an optimal asset allocation for your unique personal and financial goals, time horizon, and risk tolerance.
You’ve worked hard to achieve success and build wealth, and comprehensive estate planning is a common-sense way to ensure that your hard-earned assets and the people you love are both protected in the future. Effective estate planning is critical to conserve your assets, both for you to enjoy in retirement and for the next generation, and to minimize the impact of estate and inheritance taxes on your beneficiaries. CPA1040 Small Bus Sltns has the knowledge and experience to help you formulate a successful plan for the future. We can review your financial position, recognize and minimize or eliminate potential liquidity issues caused by federal and state estate taxes, and employ a wide array of instruments such as trusts and charitable entities to maximize your assets and protect your beneficiaries.