Accounting Services for Individuals


At McLaughlin & Associates, we care about the client behind the numbers. As a relatively small firm, we are able to offer personalized, quality service to fit the needs of individual clients.

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Our firm provides a full range of cost effective accounting services including the following:

  • Tax Planning
  • IRS & State/Local Representation
  • Consulting Services
  • Estate Planning
  • Personal financial statements
  • Litigation support

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

 

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

 

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

 

Services listed are not all-inclusive. Please feel free to inquire about a service if you do not see it listed.