- TAX
- ASSURANCE
- CONSULTING
- FINANCIAL & ESTATE PLANNING
- NEW BUSINESS CONSULTING
- BUSINESS VALUATIONS
- INTERNAL AUDIT/
SARBANES-OXLEY COMPLIANCE - LITIGATION SUPPORT
- PEER REVIEW
Financial and Estate Planning
Our goal is to help you prepare for the future, by analyzing your financial position and developing a plan of action to maximize your net worth, while minimizing your estate taxes.
We work closely with other professionals who provide additional services necessary to the planning process, namely lawyers and investment advisors.
For more information contact: Francis J. Merkel, CPA
