Tax Planning & Preparation
Chuck McGrath is an independent CPA, MBA, CFP® practitioner with many years of excellent experience and academic background in taxes, investments, teaching, financial analysis and systems development. He has advised a wide variety of individuals, families, retail stores, service businesses and manufacturing operations concerning tax, retirement, estate, financial and accounting matters. Some of the specific services our firm provides are:
- Income Tax Return Preparation
- Preparing tax returns for any US state
- Efficiently compiling complicated income tax returns
- Personally meeting with clients
- Answering questions promptly
- Estate Planning
- Developing asset transfer plans
- Assisting with appropriate estate tax documents
- Working with complex trust arrangements
- Financial Management
- Disseminating advanced tax planning advice
- Calculating annual required minimum distributions
- Preparing and monitoring family budgets
- Designing retirement plans
