eCPA is a team of client-centered problem solvers with a focus on helping you achieve your financial objectives. Together, we'll complete an in-depth assessment of all aspects of your financial picture, business and personal. Your financial picture is more than just your annual tax return. It is the sum of many parts. Some of those parts might be bad habits, outdated practices, poorly defined goals or lack of planning.
Our assessment will help reveal any problems, as well as uncover new possibilities for economic growth and new opportunities to create value, which creates wealth. Rather than a piecemeal product-driven approach, we'll develop well defined goals and objectives to guide you in navigating to your strongest financial position. With clearly communicated goals, we'll devise the best financial plan possible tailored to your needs.
Personal Financial Planning
If you're an individual, your plan could include specific steps to keep track of and organize your personal finances, a paycheck checkup to make sure your income tax withholdings are accurate and won't create an unexpected tax bill or penalty, or identifying expenses that could provide some tax benefits. Working with an eCPA professional could help you take advantage of education-related tax credits or offsetting of taxable capital gains. We might identify tax-favored savings options for retirement or plan for future expenditures to address life changes and ever-changing tax laws. We'll explain things in plain English and keep you up-to-date on relevant developments, opportunities and strategies to optimize your personal financial health.
Financial Planning for Businesses & Organizations
If you're a business, we'll put together a team of individuals and resources from your company and ours. We'll develop a written plan that identifies all resources, human and otherwise, needed to ensure operational efficiency, peak performance, quantifiable growth and asset protection. Your plan will include made-to-measure steps and strategies specific to your business. We might recommend streamlining operational procedures, better paperwork management, integrating new software solutions, changes for meeting regulatory compliance or establishing more reliable accounting records and reports to ensure educated financial decisions. Adopting a solid system of policies and procedures will positively impact the profitability and sustainability of your business. A professional accounting firm with a human touch, eCPA cares most about guiding you to your most successful financial position.
