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Accounting for Individuals and Estates
Accounting for Individuals and Estates

Accounting is not just for businesses. An individual or family may need help in managing an estate or other ventures. If you are seeking accounting for individuals or estates, you have come to the right place. At Brantner, Thibodeau & Associates, we understand your desire to manage and protect your financial assets.

The first step is to define your needs to us. Your needs may fall into a number of categories:
  • If business accounting is something that accompanies your individual and estate accounting needs, be sure to let us know. This kind of need may require accounts receivable and payable, tax preparation, and payroll
  • What you need from our accounting for individuals service may lie in the fact that you make a significant income from your investments. You may need general bookkeeping and tax preparation help if this is the case
  • As far as accounting for estates, you will want to decide who will receive your property, how to provide for minors, and understand the importance of minimizing estate taxes. We can assist with all these points

If your needs fall within any of these categories, please contact us to set up a consultation to discuss other specific requirements you may have in the area of accounting for individuals and estates. This consultation is an important step that we encourage our clients to take before we enter into a financial relationship. Your satisfaction is very important to us, and with an initial consultation, we can ensure that we will be able to meet your needs.

Once you have determined that we will be able to assist you, we will strive to maintain the relationship between our professionals and your family. By working together, you will have the necessary information timely to assist you in making your financial decisions. The decision to hire Brantner, Thibodeau & Associates for your financial needs will allow you to focus on the more important things in life. The security you experience will be well worth it.

 

Individuals and Estates

Need someone to listen to your circumstances and help solve questions that arise? Let us help.

Estate Planning

Retirement Planning

Individual Tax Preparation

Municipalities and Non-Profits

Getting tangled in the many strings that go along with regulatory compliance? We can help.

Management Services

Accounting Services

Bookkeeping / Write-up

Financial Audits

Accounting Software Selection