Tax & Financial Planning for Individuals

BIG can help to devise practical savings and investment strategies that help you stay on budget, capitalize on your fiscal strengths and address your financial weaknesses. We can also help monitor and revise your budget as necessary, and improve your peace of mind about your financial health as you deal with life's uncertainties

Income Tax Planning

A continuing education requirement keeps CPAs up to date about constantly changing tax laws so they can provide prudent, year-round tax management counsel. +

A continuing education requirement keeps CPAs up to date about constantly changing tax laws so they can provide prudent, year-round tax management counsel. We can:

  • Design strategies you can follow throughout the year to reduce your taxes, save money and achieve a smoother tax preparation process
  • Clarify the impact of the latest tax laws, legislation and IRS rules on your tax liability
  • Identify the long- and short-term tax consequences of your spending, investment and other financial decisions, and advise you on the steps you can take to reduce your future tax liability
  • Counsel you through tax return issues, complete all required forms and compile necessary backup materials
  • Explain what the numbers mean and ensure you are complying with the law, so you know what's in your return and can be confident in its accuracy

Income Tax Planning in North Royalton & Cleveland Ohio

Be prepared, because working with us will save you a lot of money and a lot of time.

Income Tax Return Preparation & Filing

We prepare and e-file both simple and complicated tax returns for Federal, State, Local and School District. +

We prepare and e-file both simple and complicated tax returns for Federal, State, Local and School District. This also includes filing Extensions, Gift Tax, Estate, Trust, Final, Self-Employed, Child and Amended Returns.

Tax Filing in North Royalton & Cleveland Ohio

We can do it all, are accurate and get you the most return.

Retirement Planning

Specialized guidance and support from a CPA can help you develop a plan that delivers a secure and comfortable retirement and peace of mind during your pre-retirement years. +

It is never too late to plan for retirement; however, the sooner planning starts, the more financially prepared you are likely to feel when the time arrives. Specialized guidance and support from a CPA can help you develop a plan that delivers a secure and comfortable retirement and peace of mind during your pre-retirement years. We can:

  • Review expenses that will be,or are likely to be,incurred during your retirement and create a plan to eliminate any shortfall between income and expenses
  • Identify the primary sources of retirement income that you have or should have and calculate the savings required for you to retire at a specific age and achieve your desired lifestyle
  • Create strategies for preserving and growing retirement account balances and determining distribution amounts
  • Recommend a diverse range of tax efficient financial tools - IRAs, 401(k)s, investments and tax-sheltered opportunities -that are best suited to your age and retirement time frame
  • Develop a backup plan that responds to unpredictable and unfortunate events, such as death or disability, which can undermine even the best-laid retirement plans

Retirment Planning in North Royalton & Cleveland Ohio

Ensure your future is a prosperous one.

Estate Planning

BIG can develop a strategy to reduce estate tax liability, review estate planning documents, explain estate planning legislation rules and regulations, and collaborate with other team members to ensure that issues are properly addressed. +
  • Review wills, trusts, retirement plans and other estate planning documents
  • Develop a strategy that fulfills your goals while preserving assets, reducing estate tax liability and providing for sufficient liquidity
  • Explain different methods of property transfers, estate tax rules, the impact of the most current estate planning legislation and possible future changes in rules and regulations
  • Collaborate with other team members - attorneys, investment advisors, appraisers and insurance agents, among others - to ensure that every issue is properly addressed by the appropriate expert

Estate Planning in North Royalton & Cleveland Ohio

Keep your assets safe and in the hands of those you wish to receive them.

Education Planning

You and your family can look to the future far more positively when you have a well-planned strategy for education costs. +

You and your family can look to the future far more positively when you have a well-planned strategy for education costs. With a plan that features a CPA's tax-savvy investment advice and guidance, you can realize your education funding goals and reap the benefits. We can:

  • Create a timely, diverse college investment strategy designed around your financial resources, child's age, risk tolerance and projected educational costs
  • Explain tax credits and deductions that can defray education costs, and the tax implications of education-related investment and savings decisions
  • Recommend ways for the student to become involved in the planning process and contribute to the education fund
  • Keep your plan updated to reflect changes in your employment situation, investment options, savings plans, financial aid requirements and tax laws

Education Planning in North Royalton & Cleveland Ohio

Do not underestimate the power of planning for your families education.

Elder Planning

BIG can assist elderly individuals who wish to maintain, for as long as possible, their lifestyle and financial independence. +

BIG can assist elderly individuals who wish to maintain, for as long as possible, their lifestyle and financial independence. BIG Elder Planning can also assist individuals making decisions about an aging parent, individuals currently dealing with the loss of a loved one, or those who simple want to proactively be ready for the future. Services offered include;

  • Cash Flow Planning & Budgeting
  • Pre and Post Retirement Planning
  • Social Security Planning
  • Retirement Health Care
  • Asset Protection
  • Gifting
  • Insurance Reviews
  • Tax Planning 

Elder Care Planning in North Royalton & Cleveland Ohio

Ensure comfort and peace for you loved ones.

Financial & Advisory Services

BIG Financial & Advisory Services focuses on being the best CPA in North Royalton, the Cleveland area and the entire region. Our services put to work for you a true strategic partner that is dedicated to helping your business succeed.

Contact Us About Your Business, Finance, Accounting or Tax Needs

I am not a robot