General Info

At Neal Wealth Management, PLLC, we offer a wide range of tax and accounting services for businesses, individuals and trusts and estates including: Tax planning and annual return preparation Monthly or quarterly accounting and preparation of compiled financial statements Quarterly and annual payroll and sales tax return preparation For financial planning*, we will walk you through a step-by-step process to identify your goals and personalize appropriate strategies to suit your vision and objectives. We help you execute sound financial practices that will help you feel confident in your decisions.