We focus on providing high quality financial planning, tax, and accounting services to individual and small business clients. Janice meets with clients at our offices in downtown Spokane and in Cheney, Washington. Janice Penar is a Certified Financial Planner (CFP), offering fee-only consultation and planning services. We can help you build a personalized plan to safeguard your assets, protect your family, and optimize your finances for the future.
Retaining the assistance of an experienced tax professional will help you navigate complex tax laws and take advantage of the tax savings strategies available to you. Janice offers preparation, compliance, and planning services for individuals, small businesses, estates, and trusts. We provide experienced financial and accounting assistance to local business owners.
If you are looking to start a business, improve performance, or navigate compliance issues, we can help guide you to optimal results. Used correctly QuickBooks is a powerful tool to increase efficiency and provide quality information to business owners.
Retaining the assistance of an experienced tax professional will help you navigate complex tax laws and take advantage of the tax savings strategies available to you. Janice offers preparation, compliance, and planning services for individuals, small businesses, estates, and trusts. We provide experienced financial and accounting assistance to local business owners.
If you are looking to start a business, improve performance, or navigate compliance issues, we can help guide you to optimal results. Used correctly QuickBooks is a powerful tool to increase efficiency and provide quality information to business owners.
Services
Our firm's primary focus is financial planning, tax preparation, and accounting services for individual and small business clients.
We strive to develop long-term relationships that will satisfy our clients' ongoing financial needs.
Janice Penar, CPA/PFS, CFP, PS is locally owned and operated, with offices in downtown Spokane and Cheney, Washington.
Janice has over 30 years experience providing financial planning, tax, and accounting services.
She earned her B.S. in Accounting from Northern Illinois University, and graduated from the College for Financial Planning in Denver, Colorado.
We strive to develop long-term relationships that will satisfy our clients' ongoing financial needs.
Janice Penar, CPA/PFS, CFP, PS is locally owned and operated, with offices in downtown Spokane and Cheney, Washington.
Janice has over 30 years experience providing financial planning, tax, and accounting services.
She earned her B.S. in Accounting from Northern Illinois University, and graduated from the College for Financial Planning in Denver, Colorado.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.
All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop.
This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.
An expert can easily answer all of these questions and complete the initial Setup and Installation in a timely manner.
All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop.
This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.
An expert can easily answer all of these questions and complete the initial Setup and Installation in a timely manner.
If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore.
You've got some critical questions to answer like.
The family dynamic complicates the whole transition because of the relationships and emotions involved.
Most people are not comfortable discussing topics such as aging, death, and financial affairs.
Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.
You've got some critical questions to answer like.
The family dynamic complicates the whole transition because of the relationships and emotions involved.
Most people are not comfortable discussing topics such as aging, death, and financial affairs.
Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.
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