Benjamin McPherson CPA, LLC, focuses on serving the accounting and financial planning needs of our diverse clientele. The firm believes that, with careful planning, you can overcome any financial obstacle. The firm can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, and estate planning services, Benjamin McPherson CPA, LLC can help you to achieve your goals.
Educational Funding
More than ever, a college education is the key to the future, but college costs are rising rapidly, far outstripping the normal rate of inflation, and many sources of financial aid have disappeared, leaving many young people staggering under the weight of student loan debt. As a result, planning for your family’s educational needs is more important than ever before. Benjamin McPherson CPA, LLC can help you to determine the best approach to save for your children’s education, including setting up 529 plans, prepaid tuition plans, or Coverdell accounts, and to take advantage of other tax-favorable treatment of education expenses, such as the Hope and Lifetime Learning Credits.
Retirement Planning Services
It is never too early to start planning for retirement if you want to maintain your current lifestyle, or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. Benjamin McPherson CPA, LLC, listens to your objectives and goals, evaluate your current circumstances, and collaborate with you to formulate a comprehensive, achievable retirement plan. The firm compares the relative benefits of stocks, bonds, and other retirement assets, and explain the differences between retirement plans, including standard IRAs, tax-deferred annuities, and Roth IRAs. No matter where you are now – whether just starting out or close to retirement age – Benjamin McPherson CPA, LLC can analyze your projected income and expenses and suggest investment funding techniques to help put you on the road to achieving your retirement dreams.
Forensic Accounting Services
Benjamin McPherson CPA, LLC, offers tailor-made forensic accounting services, including expert analysis, reporting, and testimony in areas such as business valuation, accounting malpractice, fraud, economic damages calculations, and other matters requiring forensic accounting expertise. As a specialist in the field, Benjamin McPherson CPA, LLC is often consulted during matrimonial disputes and partnership dissolutions, to provide business valuation services or to uncover malfeasance and financial irregularities, and brings a wealth of knowledge and experience to every engagement.