Go Ahead, Dream Big. We can help you get there.
Weiss & Company LLP is not a typical accounting firm – our service goes far beyond a signature on a tax return. We provide personalized, relevant, tax and business advice allowing our clients to make informed decisions about their financial future. Every situation is different; so every one of our solutions is unique.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
Personal Financial Statements
We can assist you in the preparation of your personal financial statements used to report your personal assets, liabilities, income and expenses.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. We can help you develop a financial plan to achieve your short- and long-term goals and help you monitor your progress in achieving your goals.