Individual Services
Whether navigating complex tax regulations, planning for retirement, or managing personal wealth, Evans Sternau CPA combines professionalism with a client-centered approach, ensuring that each person receives customized solutions designed for their financial success.
Individual Services For You
Evans Sternau CPA offers personalized financial services tailored to meet the unique needs of individuals. With a deep understanding of tax planning, budgeting, and long-term financial strategies, Evans Sternau CPA provides guidance to help clients achieve financial security.
Our Process is Built For You
At Evans Sternau CPA, a robust onboarding process is vital for ensuring that new clients quickly acclimate to our dynamic environment and client-focused culture. This structured approach emphasizes effective communication from day one, leveraging today’s technology to collect and communicate data. Comprehensive reviews are integrated into the onboarding timeline, allowing for continuous feedback and the opportunity to address any challenges early on. Additionally, each new client is paired with a CPA who offers support, fostering professional development and collaboration. This commitment to comprehensive onboarding not only helps new clients achieve their desired outcomes but also lays the groundwork for long-term engagement and success with the firm.
Individual Services
Tax Advisory & Preparation
We offer annual tax planning, tax projection services, individual tax preparations – click to learn more.
Wealth Transfer Planning
Evans Sternau CPA creates personalized strategies that align with your financial goals and family needs.
Trust & Estate Planning
With a focus on reducing estate taxes, protecting assets, and ensuring a smooth transfer of wealth, Evans Sternau CPA develops customized strategies that reflect your complex financial needs.
let us help you achieve your goals
Financial Stability
Create a detailed budget, establish an emergency fund, and track expenses to ensure cash flow aligns with goals. Use insurance and other safeguards to protect against financial risks.
Tax Efficiency
Work with a tax advisor to identify eligible deductions, credits, and tax-saving strategies. Take advantage of tax-deferred accounts like IRAs and 401(k)s and consider tax-efficient investments.
Retirement Planning
Set retirement goals based on desired lifestyle, calculate savings needs, and contribute consistently to retirement accounts like 401(k)s, IRAs, or other investment vehicles. Review and adjust plans periodically to stay on track.
Wealth Growth & Preservation
Diversify investments across stocks, bonds, real estate, and other assets. Work with a financial advisor to adjust the portfolio based on risk tolerance, time horizon, and market conditions.
Estate & Legacy Planning
Establish a will, trusts, and other estate planning tools. Work with a CPA and legal advisor to structure estate plans that minimize estate taxes and ensure the efficient distribution of assets.
Education Funding
Open and contribute to education savings accounts like 529 plans. Explore scholarships, grants, and financial aid options to reduce out-of-pocket costs.
Individual Services For You
By focusing on these goals, individual services can deliver valuable support, foster generational wealth, and enhance overall client satisfaction.
Why Trust Evans Sternau CPA
Ensuring staying within compliance can help avoid legal or financial issues with the IRS and other financial agencies. Creating frameworks that track and report on compliance issues, helping to:
- Prevent the possibility of compliance issues
- Detect issues before they happen
- Respond to issues if they do occur
Our experienced CPAs can help you with a full range of compliance and bookkeeping-related issues – click here to view our other service packages or fill out our questionnaire to get started today.
More About Evans Sternau CPA
Our core values are proactiveness, responsiveness, and support – they help us ensure that we continue to serve each and every one of our clients to the highest level possible
- Proactiveness: Tax, accounting, and advisory isn’t just about solving problems when they arise – Evans Sternau CPA implements better solutions and performs routine checks year-round.
- Responsiveness: Keeping all parties informed, always, means everyone is operating with full awareness and to the fullest extent.
- Support: Whatever your tax, advisory, and accounting needs are, Evans Sternau CPA guarantees that we make each and every one of our clients feel supported when they work with us.
