Family Office Management
What Is Family Office Management
What is Family Office Management you ask? Imagine all the most vital pieces of your family's financial picture being maintained, supported and advised by one company, under one roof. Annual Taxes: check. College Fund monitoring: check. Life Insurance: check. Trust management: check. Representation: check!Another way to look at it? Imagine all your health care providers consolidated into one helpful professional service... the doctor, the dentist, the heart specialist and the ophthalmologist all at hand, as you need them. Need to add an orthodontist to the mix as life changes? No problem!
A Service Designed With YOU In Mind
Family Office Management used to be a service for the ultra-wealthy, but as the demands of modern life have changed, so has your ability to access such a vital service. Grass CPA and Associates, ps, together with partners Grass Wealth Management and Northwest Senior Alliance understand that one-stop support can be critical to keeping your family finances on track and we're ready to help!Don't hesitate a moment longer, call and set up a complementary consultation today and let the professionals and partners of Grass CPA and Associates, ps help organize and manage your family office.
Tax Accounting for the Individual
Federal And State Tax Returns - Professional Assistance Is More Necessary Than You Might Think
Every year, Grass CPA and Associates, ps will prepare several hundred personal income tax returns that represent a wide range of complexity. In addition to the standard individual tax return, we are able to provide estate and trust returns for both federal and state reporting. Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.Staying Ahead Of Our Competition - Supporting You Even Better
We stay ahead of the competition by preparing your returns with the latest technology and knowledge: Charles Grass, CPA, averages over 120 hours of continuing education hours each year- far outpacing the required 120 hours every three years! Also, Grass CPA and Associates, ps is proud to use the award winning Drake Software to prepare and file your tax returns. Drake is consistently voted the #1 tax prep program by the National Association of Tax Professionals.Our Clients = Our Family
As our client, you are not just a number to us, you're the vital part of what make sour business great. We have pride in getting to know you, your family and your story to help prepare your taxes as thoroughly as possible. Your time is valued by Grass CPA and Associates, ps; we will pre-schedule returning clients so you don't have to! New to us? We will make every effort to fit your visit into our schedule at a time that works for YOUR schedule.IRS Representation
Have you received a worrisome letter from the IRS? Grass CPA and Associates, ps is proud of it's successful track record of client representation to the IRS. When clients- past, present or future, receive such letters we are more than happy to help ease your stress by representing you with all of your IRS issues. Each year we are engaged to represent individuals with audits, civil penalty cases and simple IRS notices with results often in favor of our clients.Are you ready for the next tax season? Call Grass CPA and Associates, ps today and ask for an appointment to get started!