Financial Consulting & Planning

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Financial Planning for the Future

Mark Sherman CPA is the leading accounting firm in Las Vegas, NV, led by a highly skilled and experienced certified public accountant. Our team of financial experts, tax experts, and accountants understand your unique wealth management requirements to provide comprehensive financial consulting and planning services. We aim to streamline and handle all of your financial goals to end your financial stress. Please schedule an appointment to explore your financial planning options in Las Vegas, NV.

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Business Tax Consulting

Small and large businesses incorporated in Nevada can enjoy a business-friendly landscape, but it’s still important to stay abreast of tax compliance. We provide comprehensive business tax consultation services, such as accounting software installation, tax planning, and quarterly tax payments. Our goal is to help you remain compliant, minimize the risk of IRS audits, and ensure you take advantage of all possible and legal avenues of tax deductions and credits. We handle all the finances and taxes, so you can focus on growing your business.

Estate Planning

Estate planning is essential for everyone, regardless of the size of their estate. Your estate consists of all the items in your name or possession, such as your cars, properties, home, furniture, jewelry, investments, life insurance, checking and savings accounts, and much more. Professional estate planning ensures that your assets are correctly divided between your intended beneficiaries, according to your specific directions, in the event of your death or disability. It ensures that your loved ones are protected and safe after your passing.

Investment Planning

Investment planning allows you to secure your financial future and realize your financial goals. Different people have different goals, such as retiring early, leaving an inheritance for their progeny, or quick and efficient wealth accumulation. We discuss your goals, expectations, and objectives to curate a personalized and dynamic path towards your desired financial goals. Our financial planners also stay abreast of changing tax laws and monitor your assets to make regular strategy updates. Each investment plan is individually designed to help you secure a legacy for yourself.

Personal Tax Consulting

If you’ve ever tried filing taxes, you probably understand that even simple returns can be extremely difficult and complex. You might rely on computer software to simplify the process, but they can’t help you maximize your deductions. Without a thorough understanding of tax laws, you can’t take advantage of all legal avenues for tax deductions and credits. Our tax experts carefully examine your personal finances to recommend the ideal path towards wealth accumulation, helping you maximize deductions and minimize tax liability.

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Retirement Planning

Retirement planning should start the moment you first start earning. When planning for your retirement, you have to consider several personal and external factors, such as your expected age of retirement, how you want to spend your retirement years, the kind of lifestyle you expect, your overall goals and aspirations, inflation, and changing market conditions. As such, curating a strategic and dynamic retirement plan is pretty difficult. Our financial experts understand your unique expectations and risk tolerance to draft a long-term, scalable, and dynamic retirement plan.

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