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Why do you need a tax and financial professional?
The relationship you establish with a CPA is arguably one of the most important professional relationships you have. Besides your family and your health, your financial welfare might be the next most important item in your life. A good relationship with your CPA can help you over those bumps in life when you need a professional helping hand. Planning for the future requires someone who has an on-going understanding of your personal situation. |
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Some of the Services Available at Olinger & Associates for Individuals Include:
- Income Tax Filing - All Federal and State Tax Returns
- Tax Planning
- IRS Problem Resolution
- IRS Audit Representation
- Budgeting
- Retirement Planning
- College Savings Planning for your child’s or grandchild’s education
Estates, Trusts and Gift Services - All Tax Filings and Planning
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Change of Life Status
Although somethings come at us in unexpected ways, others can be planned for. What might be your situation today might not be tomorrow. We are ready to assist you with planning for the future. Proper planning can minimize the tax impact of future events and maximize what you keep.
- Inheritance
- Divorce
- Retirement
- Job Change
- College Planning
- Marriage
- Moving from state to state
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Financial Management Services
Although we do not sell or recommend specific investments, we offer you the best financial advice possible because we can remain unbiased and act as your advocate. We become our clients best source to maximize their wealth and minimize the tax impact of changing their financial structure. When you are ready to retire, we help you sort through the myriad of alternatives to receivng your retirement funds. Even when you receive an inheritance there may be unforseen tax consequences that can be avoided with proper tax planning. We act as a sounding board for investment choices that a financial planner may be suggesting.
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