At SG, we begin by understanding your unique financial requirements and objectives. Then we determine what services we can provide that will help you reach your goals. We enjoy working with all types of clients and provide a range of services tailored to meet your individual needs. Most importantly, you get the attention of a personal advisor who is familiar with your financial situation. As part of the larger SG team, your advisor can deliver the services you need or arrange for you to meet with one of our specialists. Our collaborative approach includes year-around tax planning and consultation to put you in control of your finances.

Personal financial services include:

• Tax planning and preparation for individuals and businesses.
• Analysis of real estate transactions and valuation consulting
• Financial statement preparation for a variety of needs including acquiring financing; buying, selling or refinancing a business or property; and determining financial status for marital dissolution and other property separation.
• Personal financial management including paying all bills and handling taxes for clients who travel or are otherwise unavailable.
• Debt restructuring.

As a financial partner, we specialize in providing the extent of services you need. If you have a need not covered on the list above, please inquire at chrissie@fsa-cpa.com