Retirement. College education. A new house. Get help with planning for and achieving your future financial goals.
Financial planning involves looking at a client's entire financial picture and advising them on how to achieve their short- and long-term financial goals. From saving for education and planning for retirement to effectively managing taxes and insurance, financial planners develop valuable relationships with their clients to provide them with confidence today and a more secure tomorrow.
A financial plan acts as a guide as you go through life's journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals. However a financial plan is a living and breathing entity because as your life changes, so should the financial plan.
Many banks and other institutions offer some type of financial plan, and this is what I refer to as a "plan in a can". It only takes a quick snapshot of where you are and develops a 1,2 and 3 guide, but these guides often are static and do not tell you how to implement each step and how to change the plan as life around you changes.
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Once you get your bookkeeping in order, get help creating financial statements and other operating reporting for your business. Use these financial reports to help with either internal purposes to help you make better business decisions, or for external purposes such as applying for a loan.
Often getting a mortgage or a loan can require what is called a profit and loss statement and/or a balance sheet. Make sure that these documents are correct and understood.
Better reporting helps indviduals and businesses make the right decision when financila questions arise.
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Get tailored help for your unique tax situation. Services include tax planning sessions to plan the best way to cut future tax bills and preparation of your Form 1040 and any related IRS forms, including state requirements.
From tax planning to tax preparation to solving tax problems, we are here for you year round.
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Get expert tax services for your business. Services include tax planning sessions to chart a course for decreasing future tax obligations and preparation of your business’s tax return.
Business tax returns are often the hardest because each type of business files differently, from sole proprietorships, to LLC's to partnerships and finally to corporations. Each business type has a different flavor, and we know them all.
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407-854-4718 Fax: 407-374-1733 askjohn@4cashsolutions.com
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