CPA Senior Consulting Services

As we gain more life experiences, the relationship between financial needs and lifestyle choices can become increasingly complex. Our firm works with clients on planning for their retirement by providing analysis of these important decisions.

  • Buying/Selling a Home or Investment Property
  • Minimizing Estate Tax Ramifications
  • Determining the Assets You Need to Maintain Your Lifestyle
  • Preparing Trust Tax Returns

As we gain more life experiences, the relationship between financial needs and lifestyle choices can become increasingly complex. Our firm works with clients on planning for their retirement by providing analysis of these important decisions.

  • Buying/Selling a Home or Investment Property
  • Minimizing Estate Tax Ramifications
  • Determining the Assets You Need to Maintain Your Lifestyle
  • Preparing Trust Tax Returns