Who is on your financial team?


Some roles will need multiple professionals; it is often helpful for your CPA to work with your financial planner/advisor when it comes to retirement planning. It is often helpful for your CPA to work with your trust/estate attorney when it comes to estate planning.


Services that I offer that can help with your financial goals include:

• Tax planning

• Individual and business tax preparation

• Budgeting

• Trust/estate tax preparation



Link to infographic:

Who is on your financial team
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