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Home > Financial Services > Accountants > Planning & Consulting Assoc.
Planning & Consulting Assoc.
Planning and Consulting Assoc. has worked to perfect the kind of accounting and planning assistance their clients need to achieve financial success by helping them focus on where they are going, not just where they have been. They believe in the value of relationships. They view every client relationship like a partnership and truly believe that their success is a result of your success.
They are committed to providing close and personal attention to their clients. They take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Their continual investment of time and resources in professional continuing education, state of the art computer technology and extensive business relationships is indicative of their commitment to excellence.
Their firm offers a wide range of services to their individual and business clients. Because their firm is relatively small, their clients benefit by getting personalized and quality service that is beyond comparison. They provide consulting services including accounting software selection and implementation, type of entity selection, business valuations, buying or selling a business, computer systems, financial and retirement decisions, estate, trust and gift planning.
Their firm provides a full range of cost effective accounting services such as general ledger and financial statement preparation, bookkeeping monthly, quarterly or annually, bill payment services, accounting system setup for new businesses, computerized payroll services, business tax return preparation sales and use or business property, personal financial statements and Litigation support.
Tax services offered includes tax planning and return preparation, individuals, corporations, partnerships, LLCs, estates, trusts and gift, non profit organizations, taxing authority representation, divorce and support issues and tax effects of buying or selling a business. Company provides other services like mergers and acquisitions, asset protection, investment review, bankruptcies, litigation support, cash flow forecasting, employee benefit plans, expert witness services and internet commerce.
They believe in the power of strong client relationships and getting to know the people they serve. Their guiding principles are the underlying foundation to their success and are listed below. Their clients are their purpose. They provide an array of financial and tax services that allow their clients to understand their financial position, maintain accounting standards and set and achieve financial goals.
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