Individual ServicesTax Planning & Preparation

Tax Planning & Preparation

Life inevitably changes, and so do your accounting needs. Individual and family financial planning services that change to meet those shifting needs are a specialty of CPA Services. We offer unrivaled availability for consultations regarding everything from planned events to any of the myriad surprises you may encounter.

As licensed life, accident and health insurance agents, Eric Mendelsohn and Joseph Sofo are uniquely well suited to preparing and revising insurance policy needs analyses. Reassessing these fundamental safeguards when your life changes is essential to your and your family’s financial future.

Some of the specialty services that we provide include:

  • Estate and trust planning
  • Retirement planning
  • Wealth protection
  • Personal financial statements
  • Life insurance policy review and needs analysis

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