Our personal Wealth Management Services provide comprehensive, highly personalized financial planning built on a deep understanding of your goals, time horizon, real world risk tolerance and desired outcomes. Carefully constructed, diversified investment portfolios are customized to fit your needs. We provide global investment strategies that can be selected and deployed to meet your unique objectives both in the short and long term outlooks. We are fee-only, meaning our services are objective and always in your best interest.
We have developed financial planning packages uniquely suited to your own life journey. We emphasize planning areas based on what is most important to you.
|Millennials||Gen X||Baby Boomers||Seniors|
|Financing a Home||✓||✓||—||—|
|Paying for children's education||✓||✓||—||—|
|Financing Parent's healthcare/living expenses||—||—||✓||✓|
|Planning for healthcare||—||—||✓||✓|
Stapp Accounting Services, PLLC also offers our exclusive iBoss service for those wanting an all-inclusive personal financial assistant package for themselves or a family member. For an affordable, monthly fixed fee, we will take care of your personal accounting tasks – including paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses. All activity is facilitated online through our advanced web-based and mobile platforms, offering ultimate convenience for you.
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.