AR Accounting and
Tax Services

AR Accounting and Tax ServicesAR Accounting and Tax ServicesAR Accounting and Tax Services
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  • Financial Planning
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    • Home
    • Financial Planning
    • Business Services
    • Personal Services
    • Updates & Current Issues

AR Accounting and
Tax Services

AR Accounting and Tax ServicesAR Accounting and Tax ServicesAR Accounting and Tax Services
  • Home
  • Financial Planning
  • Business Services
  • Personal Services
  • Updates & Current Issues

Tax and Financial Planning

PERSONAL, BUSINESS, TRUSTS AND ESTATES


People often come to me when they feel out of control and tell me a weight has been lifted by organizing their finances and creating a clear plan.

  

My practice encompasses both individuals and businesses. Dealing with their taxes and finances has given me unique insights into their various financial/life situations. As such, I have found myself the "Personal Chief Financial Officer" of my clients’ finances. Using your tax returns (personal, business, trusts) as my starting point, I gather the facts of your current personal, business, and estate situation. I then:


·   Create your personal balance sheet (cash, assets, debts and liabilities), profit and loss statements, and discuss your budgeting and liquidity issues. 


·   Do a comprehensive review of your overall finances, encompassing investing, insurance, personal, and estate taxes.


·   Discuss multi-generational issues. Are your accounts titled correctly? Do you have the needed Trust and Estate documents to ensure your wishes are carried out after you're gone? 


Then, as a team, we create an individualized plan to achieve your goals and ambitions. I work along with you to implement the plan and will stay involved as long as you wish going forward.


  

Contact Us

AR Accounting & Tax Services

5497 Wiles Road  Suite 202
Coconut Creek, FL 33073
 Phone: (954) 757-7100

Fax: (954) 743-0885

spyros@taxesar.com


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