Our robust economy, dramatic gains in personal wealth, and rapid technology advances have increased the scope and complexity of personal financial planning. Our individual clients require much more from their CPA firm than preparing income tax returns. We assist sole proprietors with accounting systems, tax planning, and financial management. We can also provide family income shifting analysis and tax-saving health insurance structuring. Should the business grow substantially, or the proprietor's circumstances change, we provide in-depth analysis regarding changes in tax entity, succession planning, and estate planning.
Estate planning requires sensitivity to matters other than finance.
At GMA, we introduce the subject with care and realize that, for clients, the process is more than a straightforward financial analysis. Through retirement planning, clients define their goals for quality of life after their working years. Our income tax expertise and registered investment advisory services combine to provide clients focused, one-stop retirement planning solutions.