Your CPA serves as your financial guide, helping you to utilize your resources more effectively as you work towards your financial goals. We take an active role in the collection of income; prepare budgets and monitor expenditures; we oversee insurance coverage; initiate and participate in estate planning, and constantly monitor the tax consequences of all transactions.

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Accounting Report

We provide financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial records ensure that your business operations run efficiently. Our firm provides a full range of cost effective accounting services including the following:.

Estate Planning Report

Devising an estate plan may not be at the top of your "to do" list, yet it plays a vital role in securing your family's financial future. We can work with your estate planning attorney to develop a comprehensive estate plan, review and update existing plans, and implement effective strategies for protecting loved ones and passing on wealth to the next generation. We can facilitate family discussions about important, but often uncomfortable, matters such as the intergenerational transfer of wealth.

Insurance Report

What would happen to your family, as well as your financial objectives, if something unexpected happened to you or your spouse?. Without proper protection, a sudden disability or death may cause your financial plan to collapse. If you're not prepared, a disabling injury or illness could drain away the assets you've accumulated.

Investments Report

Ronald A. Kramer, President of Kramer Investment Advisors, Inc., a Registered Investment Advisor in California and Texas. Ron can help you make the right investment decisions you need to reach your financial goals. It starts by creating a customized financial plan for you that's an expression of your personal wants, needs and circumstances.

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