Personal Financial Planning
Building and preserving your personal wealth requires specialized attention. Teresa Deane provides her clients with the one-on-one guidance to help maintain and increase their net worth. She can provide you with a comprehensive financial plan that will help manage risk, improve performance, and ensure the longevity of your wealth.
  • Services include:
  • Income tax planning
  • Retirement planning
  • Estate planning
  • Evaluation of insurance coverage
  • Investment planning
  • Strategies for education funding

Tax Services
Almost every business transaction or investment decision is driven by tax implications. Whether a client is considering how to structure a transaction involving securities, real estate, or business assets, or is undertaking any major financial strategy, tax advice may significantly impact the final decision.

Our tax planning and compliance services include:

  • Corporate, partnership, and individual tax planning
  • Personal financial planning
  • Family business tax planning
  • Preparation of reviews and returns
  • Payroll, sales, and use tax reporting
  • International, State and local tax consulting
  • Retirement planning
  • Estate and gift tax planning
  • Merger and acquisition planning
  • Representation before the IRS or other authorities

Elder Care Services
We are an aging population.  We have parents, relatives, and friends who are becoming elderly and are no longer interested in or capable of handling some of their personal financial affairs.  It is important to have someone the family trusts assisting in these matters.  Elder care abuse has become a serious problem for many families.

We can help with medical insurance payments, bank reconciliations, bill payments, trust administration, bookkeeping, and many other types of elder care services.   We can interface with physicians, brokers, real estate professionals, attorneys, and insurance agents. 

Business Services
Our accounting and audit services extend far beyond the preparation of financial statements. Prior to any engagement, we analyze your situation and devise a plan tailored to meet your needs. We can provide you with the accurate and unbiased information you require to make many vital business decisions. We pay great attention to detail during the planning process - which results in the most cost-effective, timely, and highest quality service possible. We provide:

  • Forecasts, projections, and budgets
  • Year-end planning
  • Automation of procedures to improve cost-effectiveness of operations
  • Agreed-upon procedures
  • Business valuations
  • Special purpose reports
  • Write-up services

We perform our accounting and audit services in strict accordance with the standards set forth by the American Institute of Certified Public Accountants (AICPA).
DISCLAIMER