FINANCIAL & INVESTMENT SERVICES
K roon & Mitchell offers an integrated approach to tax and investments. Every investment strategy has tax implications. That’s why your investment strategy should start with your taxes.
Accounting & Taxes
At Kroon & Mitchell our 50 years of experience creating tax strategies that complement investment strategy ensure financial success in all aspects of family and business.
Our tax services include:
- Individual Tax Preparation
- Business: S Corp, C Corp
- Accounting & Bookkeeping
- Business Consulting
- Tax Planning & Preparation
- Audit Compilation & Review
- 401K Audits
For Kroon & Mitchell an investment strategy is a step by step process that evaluates the impact of all financial decisions.
In order to develop the most successful financial plan we evaluate:
- Retirement Plans
- College Savings Plans
- Income Tax Plans
- Investment Management Strategy
- Estate & Wealth Transfer Plans
- Charitable Giving Plans
- Cash Flow Planning
- Insurance Options
- Pension Options
- 401K and IRA Options
Whether you want to start by reviewing your tax plan or your investment plan the two go hand in hand and Kroon & Mitchell will help you navigate changes or adjustments in both areas. If you’re not ready to start investing yet, you can still optimize your tax plan to set yourself up for future success.
Is your financial advisor right for you?
If you’re unsure if your financial advisor is a best fit for your needs ask him or her the questions below. Follow our guide to what their answers should be.