- Tax PlanningCharles McGrath’s many years of experience combined with personalized service and sophisticated software can help manage your financial future including investments, retirement plans or estates. We can prepare federal and state tax returns for Individuals, Trusts, Estates, Corporations, Partnerships, and LLC’s. Our staff can research the latest information about your financial and tax situations. The CWM team can analyze “what-if” scenarios with powerful financial and tax planning software. You can use this knowledge to alter the circumstances while there is still time to maximize your financial opportunities and minimize your tax exposure. Chuck and his team of professionals can process your financial investments or personally represent you at IRS audits or reviews.
- Estate Taxes
- Tax ServicesChuck has used the Lacerte Tax Preparation Software since 1999. He presented the Lacerte Annual Update Seminar to users in December 2007.
- Income TaxOur CPA firm coaches, counsels, and teaches clients while developing customized accounting systems that balance routine bookkeeping tasks, which clients can economically perform, with tasks that our firm will complete such as preparing financial reports, income tax, payroll tax and sales tax returns. We can design an efficient set of procedures to clarify roles and responsibilities that fit the clients’ bookkeeping and reporting needs.
- Tax Return Preparation
- Wealth ManagementCustomized Wealth Management (CWM), is affiliated with Lincoln Financial Advisors Corp. CWM’s goal is to use our many years of experience combined with reliable, personalized service to earn the privilege to help manage your financial future using investments, retirement plans, tax strategies and estate planning. We assist selected high-achieving clients design and implement wealth management practices in a tax efficient manner to help achieve financial goals such as...
- Accounting Services
- Payroll ServicesPayroll is a complicated collection of procedures and reports. We can work with third party payroll services or train client personnel to complete as much of this effort as they choose to do.
- Bookkeeping Services
- Financial PlanningChuck McGrath is a Certified Public Account and Certified Financial Planner practitioner with many years of public accounting, financial planning and corporate management experience in retirement planning, estate administration, controllership, budgeting, computer systems and taxes. He has significant experience with medical, manufacturing and service businesses designing, installing, operating, and managing accounting and tax operations. Chuck received his MBA from Northwestern University in 1974. He enhanced that strong background with work experience and continuing education from many professional sources including Price Waterhouse and Harvard University.
- Retirement Planning