Brent Eugenides CFP , John Culhane CPA
Monroe
Monroe
We help business owners, individuals transition to the next chapter of their life on the timetable they choose using the most tax advantaged methods possible. Tax and Financial planning coordinated with in house CPA's and CFP's
For more information about my firm and our services, please call for a no obligation initial discussion.
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What kind of accounting services do you provide?
Tax preparation, tax planning, and coordinated financial planning with tax reduction and management at the heart of our advice and guidance.
Why is it so important for businesses to hire a great accountant?
Its more than tax. The money that you don't keep due to poor planning, is money that you never get to grow for the future.
What do you love most about your job?
Seeing clients build wealth using the strategies we deliver.
What inspired you to start your own business?
Worked in a family business out of college. When that business was sold I knew most small privately held business owners do not have a full service coordinated team for financial guidance including tax, investments, insurance , and legal. This team, my business was formed to provide it.
Why should our clients choose you?
Fiduciary level advice at all times. Transparent fees, no surprises. Full collaboration with clients other trusted advisors. Full network of specialists who we have vetted in advance to assist clients on property casualty, legal, and other professional guidance.
Can you provide your services online or remotely? If so, please add details.
Remote work is available as well as in person. We have a team of CPA's and CFP's in a variety of locations. With differing specialties we collaborate to provide solutions for each client based upon their individual needs.
What changes have you made to keep your customers safe from Covid-19?
Advanced remote technology, as well as safety protocols when meeting in person.
Tax Planning.
design and implementation of proactive tax reduction ideas. Business entity structures, deferred compensation, business succession, retirement plan analysis, personal tax aware investing, etc.
