Your CPA is Now Ready to Take on New Projects
Your CPA is available year-round to help you. Now that the busiest portion of the tax return filing season has come and gone, your CPA now has more time available to help you. Your CPA can help you with critical decisions with the following types of projects:
• Buying or selling a business, real estate, or other assets
• Investment allocations
• Cash Flow Planning
• Entity Selection
• Tax Planning
• Repositioning of Investments and / or other Assets and Liabilities
• Retirement Planning
• Estate Planning
• Bookkeeping and Accounting
• Financial Projections and Forecasts
• Financial Statements
• Representation with IRS and State tax authorities
• Other Financial Decisions
Jerald Schneider is a Certified Public Accountant providing tax, accounting and financial advice for more than 25 years. He can be reached at 661-297-1072 or by e-mail at jerald@jeraldschneider.com.
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