Money Management - Accounting Wiz

Money Management

bautistaco1.jpgSmart accounting practices are the cornerstone to successful money management. No matter if you are an individual, the head of a household or a business owner, the value of quality advice cannot be understated. It can yield more money in your pocket, bank account, or business.

Carefully considering tax planning options and the possible consequences ahead of time allows you to determine the optimal time to spend, move, donate or save your money. This will help you reduce or eliminate unnecessary taxes and preserve your wealth. Regardless of your financial situation, experienced tax professionals can help you maximize your assets.

There are plenty of opportunities for smart money management, no matter what your financial situation or income level. These include donating to charity in a savvy way, avoiding tax preparation scams and understanding the tax basics of IRAs and Social Security retirement income. Contact us today to discuss these options.

Our Services

Every client has varying goals and objectives when it comes to family, investments, business interests and retirement planning.  It is our job to fully understand every client's situation and, in concert with the legal team, apply the most effective and efficient tax strategies available.

We do all the things a regular accountant or CPA does, like tax planning and preparing returns, but we offer more extensive services as well. For those clients who desire to more actively manage their finances to increase income or revenue and reduce or eliminate unnecessary taxes, we offer the following:
Financial Services
Retirement Planning
Estate Planning
College Planning