Personal Tax Liability Reduction and Maximize After-Tax Cash Flow

Tax regulations are complicated and frequently change due to economic and technological advances. To help our clients achieve financial independence in a world of constant regulatory change, CPA develops long-term flexible plans to meet our clients’ ongoing financial needs.  We constantly monitor and review our clients’ personal financial situations to help minimize personal tax liability and maximize after-tax cash flow.

We offer services for tax planning, compliance for individuals, estates, and trusts including:

• Wealth allocation and portfolio assessment
• Tax-efficient investing
• Gifting alternatives
• Tax reduction through various charitable vehicles
• Estate planning and administration