to financial security
INDIVIDUALS & SOLE PROPRIETORS
The need for expert tax planning and preparation by an experienced CPA is more important than ever for individuals and families. Perhaps, you are just starting your career, or transitioning to a new job. You and your family may be building a nest egg, saving for college or planning for retirement. The guidance from a trusted advisor becomes paramount in getting the most from your financial resources and charting the course to financial security.
Begalke & Associates helps clients think beyond just filing their 1040 forms. Our proactive approach will identify your needs and direct tax and management strategies to help you meet your financial goals. Our extensive individual planning and preparation practice takes a year-round approach. You are prepared before tax return deadlines and for more than just taxes. We are proud of our "no extension" policy and on-time track record for filing 1040s.
Individual tax planning and preparation
Estate planning including gifting and trust work
Representation before the IRS and local tax authorities
Wealth management strategies: retirement and education tax planning assistance
Income tax projections and transaction assistance
We constantly monitor tax law changes and will meet with our clients when the need arises to give you cutting edge direction.
For more information, please get in touch!