A proactive approach to tax planning and accounting for businesses and individuals
A proactive approach to tax planning and accounting for businesses and individuals
- Am I paying the correct amount in taxes?
- How much of my retirement income is taxable?
- Are my numbers where they need to be?
- How are LLCs taxed?
- Should I really be spending this much time getting my financial systems in order?
The list goes on, but we’re here to help.
WELCOME TO AN ALL-INCLUSIVE STRATEGY FOR
Creating, Preserving, and Retaining wealth
Cohesion
We understand that your wealth involves more than just taxes and accounting which is why we make decisions alongside a team of experts in things like investment management, asset protection, retirement planning, and more.
No Surprises
Avoiding the rush of tax season is our specialty. Instead of cramming everything into March & April, our tax prep and planning begins in December of the year prior so we can get the best results with no surprises along the way.
Personalized Service
None of our clients are just another number in the queue. Everything we do will be tailored to your goals and lifestyle, and you’ll have the freedom to communicate as much or as little as you want throughout the process.
Our Services
- Tax Planning & Preparation for Individuals & Businesses
- Tax Liability Minimization
- Financial Statement Preparation
- Bookkeeping
- Business Succession Planning
- Payroll Processing
- Contract CFO
- Consulting
”Good work deserves a good recommendation. I appreciate the efforts of Muriel Siebert for helping me manage my trading account. If you’re new to binary and forex options and you’re already giving up, take my advice. Don’t lose your hard earned money unnecessarily. Reach out to a professional team today.
PF
OUR SECRET:
A unified network for managing your wealth
Trying to create and protect wealth often involves consulting with multiple professionals, yet still lacks the cohesion needed to truly maximize your tax savings and optimize your investments. By being part of the Wealth Management Accounting network, we can provide you with fully integrated strategies combining the four pillars of Tax Planning, Asset Protection, Estate Planning, and Investment Management to determine the best course of action for your lifestyle.
Your clear path to proactive tax planning & accounting
Onboarding
Our team will familiarize ourselves with your entire financial situation (tax documents, assets, investments, etc.) to ensure we have the full picture before taking any action.
Custom Plan
With the full picture in mind, our team will share a plan that fits your current goals and lifestyle.
Expert Implementation
Our team will begin executing on the strategies you approve while scheduling regular check-ins to ensure the best results possible.
