Individual Financial Services

Individual Financial Services2017-05-10T14:07:42-04:00

Throughout your life you will require the services, experience and expertise of an accountant.

Any life-changing event such as 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, Rotz & Stonesifer, P.C. prepares tax returns for individuals and assist in developing tax planning strategies that coordinate with an individual’s estate and inheritance issues. 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.

We tailor a unique working relationship with each of our clients. To provide the best advice possible, we discuss your goals, dreams, and aspirations, as well as your financial issues and concerns. That personal relationship, coupled with our command of a breadth of family financial services, provides peace of mind to those who may need a little assistance handling the business of personal finances.

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