Accounting & Tax

Services

Your financial future spans a range of interdependent areas; financial planning, investment management, tax planning, and risk mitigation. We have structured our firm to deliver a coordinated mix of services so we can provide comprehensive recommendations that will help you make smart, fully-informed decisions regarding your financial future.

We believe that by understanding the full picture of our clients’ financial situations, we can offer holistic financial planning that supports who you are and where you want to be. Therefore, the Services listed below get blended together to form a full experience, they are not meant to be selected piecemeal.

Accounting & Tax
Accounting & Tax

You wouldn’t trust your car to an amateur mechanic, so why would you trust your financial future to anyone less than an expert? Accounting and tax issues are notoriously thorny. The consequences of making […]

Investing
Investing

Working with financial advisors always requires a leap of faith. You’re giving someone else a lot of control over your hard-earned money – what if they invest it poorly, or have ulterior motives that […]

Insurance Planning
Insurance Planning

Going to a financial firm for guidance about insurance might seem odd. After all, you wouldn’t go to an insurance company for tax advice. We’re not an insurance firm, that’s true. But we take […]

Business Consulting
Business Consulting

Owning a business is always risky. Having a great idea and the skills and work ethic to make it happen isn’t a guarantee of success. While some risks are a natural part of doing […]

Estate Planning
Estate Planning

You’re never too old to learn something new, and you’re never too young to start estate planning. Even if you’re healthy, have few assets or think your loved ones will know what to do […]

Financial Planning
Financial Planning

Your financial goals aren’t just about numbers in an account. They represent real life: the loved ones you want to provide for, the places you want to see, the security you want to have. […]

Launch
Launch

Everyone has a vision for their future. LAUNCH is designed to help you get there. LAUNCH isn’t like any of Sachetta’s other services. It’s tailored to young professionals – people who are building their […]

FROM OUR BLOG

Consider This When Making Your Side Work Your Main Business

Consider This When Making Your Side Work Your Main Business

One survey found that 40% of Americans have a “side hustle.” Turning that side business into your main business may have some perks, but there is a lot to consider. Georgios Liakakis, CPA, MSA shares what to consider so you can hit the ground running.

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Estate Planning Checklists for the Non-traditional Family

Estate Planning Checklists for the Non-traditional Family

Many families today don’t fit the traditional nuclear family mold. In these cases, estate planning is critically important to protect your wishes and the rights of your loved ones. Stephen Sachetta CPA, MST lays out an estate planning checklist for when you discuss with your advisors.

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What to Consider When You’re Going to Invest an Inheritance

What to Consider When You’re Going to Invest an Inheritance

You’ve grieved your loss, waited patiently through the estate administration process, and you’ve finally received the inheritance a loved one left to you. Now what?  Whether it’s closer to $50,000 or $5 million, an […]

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