Creative accounting and financial services for individuals and businesses with expertise in tax preparation, financial planning, and wealth management.
Larry B. Parness & Associates offers personalized accounting, tax preparation, financial planning, and wealth management services.
With a holistic approach and 'out of the box' thinking, the firm helps clients reduce taxes, plan for retirement, manage estates, and develop business strategies. Services include tax preparation, bookkeeping, financial planning, and consultation for business development, estate planning, and retirement strategies.
Creative 'out of the box' thinking
Holistic financial planning approach
Personalized client service
Comprehensive tax management
Experience spanning over 25 years
Services
Tax Preparation
Comprehensive tax preparation with year-round tax management advice, staying updated on tax laws to reduce taxes and streamline the filing process.
Year-round tax managementUp-to-date tax law knowledgeTax return counseling and filingBackup material compilation
Consultation
Personalized consultation services covering business development, estate planning, retirement planning, and wealth management tailored to individual goals.
Business development and expansionEstate planningRetirement planning strategiesLump-sum distribution adviceClient-specific recommendations
Bookkeeping
Real-time, online bookkeeping solutions to ensure smooth accounting systems, timely bill payments, effortless invoicing, and tax readiness.
Real-time online bookkeepingTimely bill paymentsEffortless invoicingTax filing preparation
Financial Planning
Holistic, client-specific financial planning process involving six steps to evaluate financial status and develop long-term plans.
Holistic approachClient-specific strategiesSix-step evaluation process
Credentials & Certifications
CPA
CGMA
MST
MBA
PFS
CFP®
Reviews
Rating
5
★★★★★
Reviews
7
"Knowledgeable, attentive, and thorough."
Frequently Asked Questions
What is the firm's philosophy? +
Personal service for all clients, with an open-door policy, holistic financial approach, and 'out of the box' solutions tailored to individual needs.
What services does Larry B. Parness & Associates offer? +
The firm provides tax preparation, consultation for business development and estate planning, bookkeeping, and comprehensive financial planning with a six-step process.
How does the firm handle year-round tax management? +
The firm stays updated on tax laws, assesses long- and short-term tax consequences, develops strategies to minimize tax burdens, and provides counseling and filing services during tax time.
What is the process for financial planning at the firm? +
The six-step financial planning process includes establishing a client-professional relationship, gathering data, analyzing current status, developing recommendations, implementing them, and monitoring progress.
5.0
