Mason J. Krangle, CPA, PFS, MBA, ChFC
Certified Public Accountant
SERVICES
• Tax Planning and Preparation
• Wealth Management
• Retirement Planning
• Cash Flow and Analysis and Budgeting
• Debt Management/Analysis
• Education Planning
• Insurance Planning
• Behavioral Finance
• Business Services
Services include the following:
Tax Planning and Preparation
We will not only prepare your taxes, but will look for ways to reduce your tax liability through tax planning and review. When preparing your tax returns, we also will look at prior year returns to determine possible errors that may have cost you money. We can help you with every aspect of your tax preparation and planning. In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service.
Wealth Management
Wealth management services focus on assisting clients with accumulation and conservation of resources to accomplish ongoing objectives. These objectives usually change over time and it is imperative they be reviewed regularly to ensure your goals are being met.
Retirement Planning
We will help you determine if you have enough resources to meet your future retirement needs. After we have created a plan, we then will help you monitor your progress.
Cash Flow Analysis and Budgeting
If you have problems saving for the future or meeting your monthly expenses, we can design a budget to meet your goals.
Debt Management/Analysis
Debt management can be a simple answer to solve existing financial strain as a result of carrying too much debt. We will create a plan to help you reduce your debt and improve your net worth.
Education Planning
If you have children, we can determine the needs required and the resources necessary to provide funds for their education. There are a variety of options available to help you meet your education goals.
Insurance Planning
Insurance planning is a vital element to your overall financial plan. We will evaluate your current coverage to determine adequacy and exposure to certain risks. In addition, we will look for ways to reduce your insurance premiums without compromising your coverage.
Behavioral Finance
Planning for your future involves more than just dollars and cents. We look at not only the bottom line, but behavioral issues that influence financial decisions. By looking at what causes certain habits, we can further assist you in meeting your financial goals. Each person has a unique money personality.
Business Services
Business start-ups
Operational review
Internal control review
Business plans
We can also provide services that are not considered typical. Contact us with questions.
Helping you achieve financial success!
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