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Taxes, Insurance and Coaching TOGETHER
Too many
times, accounting services are purchased without a full consideration
of the tax implications. We can discuss your basic fnancial goals
and needs, like IRA's, education savings, and life, health, disability
and long-term care insurance. We will work to fnd out which service
you NEED, what order you should be considering them, and what will
be the impact on current and future tax returns.
Dedicated to the Individual Business Client
Customer
service has always been very important to us. As an Individual Business
practice, you won't have to stand in line behind any large corporate
and partnership clients and your return will always be prepared
by an experienced tax professional.
- Tax Preparation
- Tax Planning
- Business Planning
- Budgeting
- Payroll Checkwriting
- Accounting
- To ensure compliance with requirements imposed by the IRS, Chrest CPA Tax & Financial PC informs you that, if any advice concerning one or more U.S. Federal tax issues is contained in this communication (including any attachments), such advice is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
We save you Time and Money
- Birth of a Child
- Death of a Loved One
- Inheritance
- Buying a Home
- Divorce
- Marriage
- Annual Credit Report
- Trusted ID - Fight against ID Theft
- Educate your Kids about Money
- Financial Literacy
- ChrestCPA In The Box
- Your Personal Tax Coach
- August Newsletter
- Tax Savings Report
- Charitable Giving
- Probate Process
- Wills - Disinherit
- Estate Planning
- Life Insurance
- 401K Plan
- IRA or Roth IRA - That is the question?
- Reverse Mortgage - What is it all about?
- What you need to know about Workers Compensation
- Understanding your Credit Report

