FINANCIAL PLANNING

Our expertise makes us your trusted advisors.

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Services Offered:

  • Tax Planning and Compliance
  • Business Planning & Consulting
  • Retirement & Compensation
  • Risk Management
  • Estate Planning
  • Investment Planning
  • Charitable Planning
  • Education Planning

LET OUR EXPERIENCE GUIDE YOU

Our team of experienced CPA/Financial Planners can help lead you or your business to success through personalized and practical strategies. As your certified public accountant (CPA), we can advise you on retirement plans for individuals, as well as savings goals and smart investment options for retirement. We can also guide you on saving for education costs.

In order to better serve our clients, we have formed a sister company, FS Financial Advisors, LLC. This allows Freeze|Sulkov to be your one-stop shop for financial planning and tax compliance. As your CPA/Financial Planners we will advise you on all areas of your financial journey (Estate Planning, Retirement Planning, Investment Planning, Education Planning, etc.) while at the same time bringing our many years of experience in the area of taxation to the table.

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How Can We Help You?

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