Herbert CPA & Associates, P.C. is a full service, regional CPA firm which offers a broad range of accounting, bookkeeping, business consulting, payroll processing, and individual and business tax services. Please use the informative articles and interactive financial calculators at your convenience, with no fees or commitment. If you still have questions, or need help or additional information, don't hesitate to e-mail us.
We'll get back to you within 24 hours. Remember, our newsletter is updated monthly, and we're always adding new articles and information.
We'll get back to you within 24 hours. Remember, our newsletter is updated monthly, and we're always adding new articles and information.
Services
An accounting firm is known for the quality of its service.
Our firm's reputation reflects the high standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions.
We do not accept anything else from ourselves and that is what we deliver to you.
Each client, whether business or individual has unique needs.
We work closely with you to determine the course of action that best suits your needs in the short and long term.
Our firm's reputation reflects the high standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions.
We do not accept anything else from ourselves and that is what we deliver to you.
Each client, whether business or individual has unique needs.
We work closely with you to determine the course of action that best suits your needs in the short and long term.
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.
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.
As your cherished family member gets older, they may need some help with their day-to-day financial tasks.
Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
But if you don't, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
But if you don't, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
As a small business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits!
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
We take care of your books for you, so you can get back to the job of running your business and generating profits!
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
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