Any life-changing event, such as a marriage, divorce, childbirth, adoption, or an inheritance, can signal the need for financial advice. By turning to the expertise of Rotz & Stonesifer, P.C., individuals can arrange their financial affairs so that they preserve and increase assets that are available now and in the future. As tax advisors, we prepare tax returns for individuals and assist them in developing tax planning strategies. We possess the knowledge and experience to develop estate plans to build and protect assets during one's lifetime while reducing the impact of estate and inheritance taxes in the future. Our family financial services provide peace of mind to those who may need a little assistance handling the business of personal finances.   Individual Services Our personal tax division includes a highly trained team of CPAs and other seasoned professionals addressing the individual needs of our clients in personal tax compliance and planning. This group also monitors our estates, trusts, and fiduciary clients. Our services include: Personal income tax planning and tax return preparation Advisory services Tax projections and estimated tax calculations Retirement planning Gift tax return planning and preparation Estate planning Trust and estate tax return preparation   Family Office Services For an affordable, standard monthly fee we will maintain your household finances and provide easy to read quarterly reports. You maintain the control, and we provide the accountability to help you manage your money. These services include: Personal bill paying Bank account reconciliation Computerized tax accounting and audit trail Tax return preparation Family budget maintenance Review of financial investments Annual insurance review Electronic storage of receipts   Estate Planning Working with an estate planning professional can provide peace of mind and financial security. Our estate planning and administration group works closely with your attorney, insurance agent, and investment advisor in such areas as: Wealth preservation Estate tax planning and accounting Trust planning and administration Life insurance planning Planned giving Asset protection   Financial Planning Our firm is poised to take an active role in helping you reach your financial objectives. Combining our tax compliance services and family office services with a tailored financial plan can be a powerful resource in reaching life's goals. Our professionals are independent advisors in the areas of: Retirement planning College planning Debt restructuring Wealth transfer Personal budgeting Investment portfolio review Real estate acquisition Asset planning