Services for Individual Clients

8 West Washington Street		Phone: (770) 253-7330
Newnan, Georgia, 30263		Fax: (770) 254-9630
	Email: rmcpa@newnan-cpa.com

Services for Individual Clients:

Tax Planning and Preparation (Individual Clients):

We stay on top of the ever changing tax world to provide you with the necessary information to pay the least amount of tax allowable. By providing you with a tax organizer package prior to tax season, we enable you to gather the information necessary to prepare an accurate return. We are available throughout the year to provide planning ideas or advice.

For more information, email us: rmcpa@newnan-cpa.com or use our Services Request Form.

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Personal Financial Planning:

From sending your children to college to retirement planning we offer a complete financial planning service. We can analyze the many factors affecting today's family and formulate a plan the will achieve your goals. Since we are not selling investments, we offer an independent perspective on financial planning. Our goal is to offer accurate information to enable you to make a well informed decision.

Interested in this service? Email us: rmcpa@newnan-cpa.com or use our Services Request Form.

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Estate Planning:

The key to preserving the accumulation of wealth achieved in one's lifetime is estate planning. The burden created by a lack of an estate plan can be devastating to the closely held business or accumulated wealth of an individual. With proper planning, the burden can be eased to allow the maximum in preservation of assets. We offer a wide array of planning ideas to accomplish this goal.

Interested in this service? Email us: rmcpa@newnan-cpa.com or use our Services Request Form.

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Trust and Estate Tax Services:

We can help you comply with the Federal and state requirements for trusts and estates. We stay informed of the latest changes to the tax laws governing this area to provide you with accurate information.

Interested in this service? Email us: rmcpa@newnan-cpa.com or use our Services Request Form.

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