All your Tax and Financial Planning Services under one roof— tailored to your specific needs.

TAXES

  • Corporations
  • Limited Liability Companies
  • Partnerships
  • Trusts
  • Payroll and Sales Tax
  • Individual Income Tax
  • Estate and Gift Tax

ACCOUNTING

  • Financial Statements
  • Loan Applications
  • Trust Accounting
  • Payroll and Payroll Taxes
  • Cash Flow Analysis
  • Budgeting and Forecasting

    •  
  • Bookkeeping Development
  • Strategic Business 
Development
  • General Business Consulting
  • QuickBooks Set-up/Training

LIFE EVENTS

  • College Planning/FAFSA Process
  • Retirement Planning
  • Estate and Gift Planning

OTHER

  • Home Mortgages
  • Home Equity Loans
  • Home Equity Line of Credit
  • SBA Financing
  • Business Line® Line of Credit

When planning for your financial future:

  • Your most important documents are a will, medical directives and powers of attorney.
  • Retirement will look quite different for baby boomers than for previous generations.
  • Your money should work as hard as you do.
  • In the long run a diversified portfolio is essential.
  • You need to plan carefully when leaving money for your children.

Rick Gwizdala offers offers tax planning, which can have an effect on all of the above—most financial advisors don’t.

Gwizdala & Associates can address these issues and more to create a personal or business plan perfectly tailored to your needs.