Cash Flow and Retirement Planning
Whether you're planning for retirement, preparing a trust, or a will.
Understanding your financial health can help you sleep at night! Our individualized approach to creating a cash flow plan starts with evaluating your assets and liabilities, identifying your projected spending habits, then estimating your future income and expenses. Together we can develop a projected cash flow by year to determine how many years your assets will last.
We can also help in situations where you are rearranging your assets (to purchase a house, for example) and determining the best way to finance your project.
"Too often we see people drawing money out of the wrong places and triggering taxable events!" - Nancy
Advice and guidance for business formation, maintenance, expansion, and acquisition.
**While we don't routinely do bookkeeping for our clients, we are more than happy to assist individuals or their bookkeepers in the set up and maintenance of their books. We are always able to improve and streamline record keeping and overall business functionality!
"We are members of the community and enjoy the businesses in the community! Your business success is near and dear to our hearts on a personal level as well as professionally. We look at your business both as your accountants and as your patrons." - Laurel
From basic returns through complicated business ones.
Some of our tax return services include:
"We offer our clients a comprehensive service and are available to them for questions year round. We are not set up to process thousands of simple returns and we pride ourselves in getting to know our clients." - Laurel
"By working out of our home office, we feel we are better able to provide down to earth, customized service without the pretentiousness often associated with CPA firms." - Nancy
Certified Public Accountants