Why work with a CPA for tax and financial planning?
Our qualifications as CPA’s make us trusted professionals who are best prepared to meet all of your personal or business and tax planning needs. As “trusted advisors” we can work on your behalf with other professionals such as investment advisors, attorneys, and insurance specialists.
Income tax planning for individuals and businesses
We design strategies you can follow throughout the year to reduce your taxes
Strategic small business planning and consulting
We work with small business owners to coordinate personal and business tax issues and help you select an organizational structure that meets your requirements
Estates and trusts
Not only can we prepare estate and trust tax returns, but we review wills and trust documents and develop strategies that fulfill your goals while preserving assets
Do you worry about having enough money to retire? We can help you develop a plan to deliver a secure and comfortable retirement
Gifts and charitable giving
We prepare gift tax returns and advise clients on gifting to reduce tax liabilities
Other planning services tailored specifically to your financial needs
Disclaimer: Abbott & Associates, LLC does not receive fees for recommending investment products. Investment recommendations should be made by an investment adviser registered with the SEC and/or appropriate state agency that you choose and engage. Insurance decisions should be made with the assistance of a licensed insurance professional.
Please contact Abbott and Associates, LLC at your convenience for an initial consultation. We’ll work with you one on one to determine a roadmap to success. We look forward to working with you soon.
Call Today: 706-882-9226