We provide personalized service to high net worth individuals and we have developed a unique approach to our individual tax preparation and planning services. Our partners are directly involved with all aspects of services provided, giving our clients the peace of mind that they are getting the best we have to offer.
Individual tax planning and compliance services have been a major focus of our firm since our formation. By addressing issues affecting both individuals and their business ventures, we offer a comprehensive approach to planning and compliance. We continually strive to exceed our clients’ expectations by providing personalized service, independent advice, and creative tax opportunities.
With so many investment options available, it is hard to know which one is right for you. At KROST CPAs, we provide objective and personalized advice to assist you in the development of a financial plan to meet your financial goals. As independent advisors we can help you objectively evaluate options recommended by your investment advisor, offer alternatives for your consideration, or recommend an advisor from our network of professionals.
Our estate planning team has worked with many family owned and privately held companies through the inevitable transition of family wealth and estate succession. Our primary goal is to assist individuals and their attorneys in effectively transferring wealth while minimizing unnecessary estate, gift and generation-skipping taxes. We can coordinate all of your trust, probate and estate planning needs to ensure a smooth transition while minimizing emotional, tax and administrative burdens.
Retirement planning can provide some of the best tax deductions available, yet its vast array of options can make it rather confusing. We can help you sort through the many retirement planning options available and help identify which plan best fits your individual or business needs. From calculating a savings goal and developing a savings plan to minimizing tax exposure and reviewing investment options, our tax planning specialists can work with you to identify the best retirement solution for you and your family or business.