Personal financial planning, estate planning, and the nuances of filing your own taxes are common struggles people face when considering accounting for themselves. Let us take the guesswork out of everything and give you a clear path to financial safety. We can also help you develop a strategy for maximizing your tax return, as well as helping with a number of common tax problems.
Personal Financial Planning
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Learn more about the personal financial planning services offered by Rudd and Company.
Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
Learn more about the estate planning services offered by Rudd and Company.
We offer a wide variety of tax services for individuals. Whether you need help preparing your taxes, planning a strategy to save money and reduce your tax liability, or working through problems with the IRS, we’re here to help.
Learn more about the tax services offered by Rudd and Company.