C&B’s specialty is to provide totally comprehensive service to our clients who are looking for enhanced venues of assistance with their tax and accounting needs. Those who find that the complication of the income tax aspects of their situation such as involvement in complex investments or a small business, which tend to have numerous complications in reporting, as well those who seek our specialized tax and financial planning knowledge. Financial planning involves lifetime advice to optimize retirement asset accumulation, funding for children’s education, investment return, and appropriate diversification. Only through appropriate professional monitoring, incorporated into our tax and accounting services for individuals and families can these have assured success. By linking the matching of required reporting of income and payment of minimum tax and such involvement in long term planning and success, you no longer need to pay a separate professional nor rely on the advice of commissioned salesman. The ability to enhance the establishing of sufficient support for challenged loved ones such as parents (for example, custodial care) and on behalf of children with special needs completes the expertise in individual financial planning that C&B provides.
Financial planning isn’t limited to your personal matters – under the C&B umbrella of expertise and services, let us put our knowledge to work for your success in business or support for your role as an investor or beneficiary. Many practitioners are reactionary, they answer your questions when you reach out to them. At C&B, we strive to be the one to make the client contact first, as part of our most basic work, endeavoring to identify areas where our knowledge gleaned from years of experience and research performed to changes in the tax and business laws afford us the ability to identify a potential client impact. Thus, C&B has incorporated the identification of crucial indicators for numerous opportunities to enhance your financial life, as you serve in the roles of your business and investments. You grow to expect helpful contact at appropriate times and together we create an open conduit for a free flow of information, both back and forth, whose sole purpose is aiding your personal and business success.
Most of our tax and financial planning clients are those who find themselves in the position of not filing their returns by April 15. This may be due to the complexities of their return, the pace of their lives, or other opportunities to better utilize their time. At C&B, we view the filing of extensions not as delaying the inevitable, but rather as an opportunity to take a full once-a-year snapshot and do a deep dive into that picture. All of our clients have the desire to pay their fair share of income taxes, and not more than a few dollars more. So we prefer to, in our time, ensure we have developed a full understanding of your circumstances and enable us to fully develop that annual snapshot for you. Thus, we suggest clients come to us “for extension only”. We search for clients who absorb the entire aspect of our professional advice that accompanies basic income, tax preparation and financial planning services. Let us treat your return as the guidebook to your life’s success that it is and work together to enhance your financial success, in as many facets of your life that we can.
We know you have many options to choose from for preparing your annual income tax return – you can even have the IRS do it for free! Mass market tax preparation services and do-it-yourself software may seem attractive alternatives, given the low cost and complete control of your return. However, clients represented by quality firms such as C&B are smart enough to leverage the value provided by a trusted professional. We provide a turnkey service, where your return is prepared year after year by the same professionals who have developed intimate knowledge of your financial and tax opportunities and challenges, providing value to you well above and beyond our fees.
We will fuel your growth and success in both personal finance and comfort by doing what we’ve been doing for our clients for many, many years of success. Come join our community of some of the most successful and knowledgeable citizens who understand the value of enhanced advice from dedicated and motivated professionals.