Individual

Kasperek & Co. Accountants provides you the attention to your financial life that you deserve.

We have been offering for nearly 25 years a unique blend of personal service, technical proficency and affordable rates.

Our team takes pride in giving you the assurance that only years of advanced training, technical experience, and investment in continuing professional education, computer technology, and personal relationships can provide!

Here are examples of services available to individuals by Kasperek & Co. Accountants:

 

Tax Planning and Return Preparation Services

Kasperek & Co. Accountants practices the art of tax planning and return preparation to minimize your taxes.

Our staff does not just mindlessly copy your figures to a tax form:

  • Your tax return is analyzed by tax preparers who are well-trained to seek overlooked tax deductions and credits.
  • Your tax return is reviewed by a seasoned tax manager to find “outside the box” solutions.

 

Kasperek & Co. Accountants believes tax planning before December 31st is your key to successfully reduce your tax liability:

  • Shift income or deduction from one year to another.
  • Spend wisely and generate tax reductions.
  • Fund tax deferred plans.
  • Invest in tax exempt instruments.

 

We offer complete tax service for:

  • Individuals
  • Proprietorships
  • Corporations
  • Partnerships
  • LLCs
  • Trusts & Estates
  • Federal, State and Local Tax

Our firm uses the upmost care and diligence to give your tax matters the attention you deserve.

 

Financial Planning Services

Kasperek & Co. Accountants gives you the peace of mind as an objective and independent source. We do not sell investments or financial products and instead offers unbiased advise.

We work with your licensed financial advisor, brokers, insurance provders, etc., to develop investment strategies to meet your goals:

  • What needs to be done to fund long term goals— house, education, retirement?
  • What is my tolerance of risk?
  • How sound is my portfolio of investments?

The dedication by Kasperek & Co. Accountants to a sound financial plan does not stop. Our staff is always there to assist  you with monitoring your progress to insure that your future goals are met.

 

Other Services

Kasperek & Co. Accountants offers an array of other services to help you make informed decisions.

Audit Representation, Personal Financial Statements, Asset Protection, Lease/ Buy, Home Loan Analysis, Divorce Settlement Review, Small Business Services……

In situations like those, Kasperek, & Co. Accountants is here to support and guide you through what can sometimes be difficult processes.