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

OTHER

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

ACCOUNTING

  • Financial & 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

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 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.