We can review your investment ideas with you and your investment advisor and make recommendations to maximize your after-tax return. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return.
You can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money.
We can prepare or supervise the preparation of your financial statements. Compiled or reviewed statements can be provided according to your needs. More importantly, we can help you use these statements, as well as other reports, to better manage your business and increase your profitability.
Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year.