INDIVIDUAL TAX ACCOUNTING
Simply put, taxes can be intimidating and rather daunting. We work with you to put a tax plan in place that works alongside your personal and business financial goals. Learn how to maximize your wealth and minimize your taxes.
Pay more in taxes?
I don’t think so!
That’s why we do more than just complete your tax forms at the end of the year. In order to minimize the tax you pay, we help you with income tax planning. We keep abreast of all changes and developments in federal, state and local tax laws and advise you throughout the year, so you’ll be in the best possible position when it’s time to file your tax return.
TAX PLANNING
Tax planning and tax compliance. We work with individuals to help them plan for each quarter and put in place industry and state compliance.
PERSONAL PLANNING
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
ESTATE PLANNING
Every estate planning situation is different. We can help you clearly define your estate planning goals. Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
ELDER CARE
Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help. Preparing an inventory of personal assets and investments and much more.
TALK TO A PROFESSIONAL TODAY
So your search for local business accountant near me ends here. Sherry Ferdinandi CPA is the best CPA firm in Cranston, RI. Our promise is to always work hard to ensure our clients enjoy a smooth-sailing tax process. So call or schedule an appointment with us today!
