Posted September 15, 2018
Welcome to our Other Services Portal. We are a consultation and tax preparation firm, but we also provide other support services such as financial planning, small business retirement services, divorce analysis and litigation support, business valuations, estate planning and other stuff.
General Retirement Planning
The biggest problem in retirement planning is the lack of planning. People don’t plan to fail, but many fail to plan. Determine your objectives. Know your limitations. Review your options. The Watson CPA Group can help you make informed decisions.
Small Business Retirement Planning
Many small business owners want to implement a retirement plan such as basic IRAs, solo 401k plans, cash balance plans or defined benefits pensions. However, the choices are crazy and the tax implications are unknown. Let us help!
The Watson CPA Group is also a 401k plan administrator. Most TPAs (third party administrators) do not understand you, your business or your employees. Click on the button below to learn more about our 401k plan services and how we are different.
Divorce Financial Considerations
If you are reading this, you are either contemplating divorce, in the middle of one or already on the backside. Regardless of your timeline, we understand your questions and concerns. The first things that come to mind are usually attorneys, money and kids. But rarely are you given the tools and checklists to manage life after divorce such as insurance, mortgages, investments and retirement planning.
We appreciate the sensitivity that the issue of divorce inherently brings upon itself, and the compassion necessary to navigate through the hoopla. The Watson CPA Group and each individual professional in our circle of trust will use the highest level of discretion to protect your privacy.
Marriage is all about love and divorce is all about money, to steal a common phrase. The button below will direct you to the necessary steps including a checklist of the information the Watson CPA Group needs to prepare your divorce financial analysis and reports.
Estate Planning and Taxation
The three stages in life are accumulation, preservation and transfer. Everyone loves accumulation- it is fun to watch your wealth grow. But if you don’t focus on proper preservation and efficient transfer, why even accumulate at all? Every life comes with a death sentence- sorry, harsh reality. Please don’t ignore the value of proper estate planning.
We can work with your estate planning attorney to ensure that your estate plan fits into your tax plan.