Forrest Gump taught us that life is like a box of chocolates, and we never know what we will get. That analogy also applies to individual tax and planning.
Some of life’s unexpected plot twists – such as retirement, divorce, leaving a business, getting married, or having a child – can have significant financial considerations for you and your family. Regardless of what happens, you want the best possible plan to grow your personal and generational prosperity. If you foresee any of these significant life events in your script, then you may want to ask an advisor for counsel regarding all of the potential implications before you say, “Action!”
CRI’s CPAs and advisors have helped thousands of clients proactively organize their personal finances. More importantly, we have built strong personal relationships by guiding clients in both small and large financial matters. We stay abreast of the new releases in legislation and we notify you regarding their potential impact and recommended courses of action. In addition to CPAs, our team is comprised of Certified Valuation Analysts (CVAs), Certified Fraud Examiners (CFEs), and other specialty credentials – credentials that play a valuable supporting role in proactively managing your financial affairs and growing your personal wealth.
Whether you need assistance in preparing your tax return or personal financial statement, planning your estate, or devising your wealth management strategy, the CRI team will give you an unbiased review of your finances. We are here to keep you on the right path as you run (hopefully as fast as Forrest himself) toward accomplishing your monetary goals.