"EXPERIENCE YOUR PARADISE TOMORROW BY PLANNING TODAY"

- Ryan Longmire

Tax Planning Services
In today's fluid and, all too often, complex, tax environment, effective tax planning and thoughtful tax return preparation is essential. When we give advice and prepare a tax return, we are thinking beyond the return: how to minimize taxes; the impact on next year; missing deductions; and IRS exposure. 

Timely tax planning promotes asset management, while maximizing deductions and tax credits. 
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We can work with you to provide customized solutions for both business and individual needs, while recognizing tax laws and life changes. 

Retirement Guidance, Saving, & Investments
We all need help sometimes, and we are here to help you save for your future. Do you know the exact amount you will need to fund your retirement? If not, we can help you with the process. Do you have a substantial 401(k) plan, and want to know the impact of withdrawal or retirement? We can help with that also. 

We can create you a retirement account today! Also, we can personally manage your account to ensure that you are investing in assets that fit your personal needs, while maximizing future savings and current and future tax benefits, which ensures your umbrella is made of money!
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Individual & Business Financial Strategies
We are here to help you succeed, both in business and as an individual. A small business needs a trusted advisor to ensure reporting compliance and to provide strategic business and tax planning. We can streamline your accounting system and fine tune your financial reporting to give you the information you need to better manage and grow your business.

We can assist with asset and resource management with an eye on retirement goals and your family's future. For businesses and individuals alike, we can assist with navigating the upcoming health care act provisions.

You've got a business to run and our professionals can do whatever it takes to help you track your finances - anything from recording your data for you, providing accounting support to your bookkeeper, or guiding you on tracking your data yourself. 

Estates & Trusts Planning & Reporting
Careful and thoughtful planning to transfer wealth to the next generation while ensuring that assets are available for retirement is an ongoing service we provide. We are experienced in working in a collaborative effort with you, your legal counsel, and your investment expert to consider your needs and your goals in establishing trusts and planning your estate. 

We recognize that estate planning is a family matter to not only save estate tax but also to provide for family needs.

Deferred Compensation Plans
Do you have a business? No matter the size of your business you can have a deferred compensation plan, which means that a portion of your income can fund your retirement tax deferred. This means you will pay a lower income tax now and in the future when you withdraw your retirement funds. Also, you can consider a Roth IRA rollover, which would allow current taxation for tax-free growth and tax-free distributions. 

Employee Benefit Plans
Sometimes a qualified plan is not an option, and maybe you want "options." If your an executive and want information on how to secure your options, SAR's restricted stock, or deferred cash, in lea of your compensation then contact us today. We can inform you of the elections to file, tax implications, and strategies to customize a perfect benefit package specifically tailored for your needs. ​​