Ensure the protection of your legacy through personalized estate planning services. Trust our expert guidance for peace of mind and clarity in securing your family’s financial future.
Drafting a legal document specifying how assets are distributed upon death.
Establishing trusts to manage and distribute assets according to specified terms and conditions.
Appointing someone to make financial or healthcare decisions on behalf of the individual in case of incapacity.
Outlining preferences for medical treatment and end-of-life care.
Strategizing to minimize taxes on assets passed to heirs or beneficiaries.
Strategizing to maximize tax benefits and credits available to families, including child tax credits, education credits, and more.
Established in 2007, A&N Accounting Services Inc., a CPA firm, offers comprehensive accounting and financial solutions, specializing in services for law firms and businesses. Expertise in loans and working capital assistance through major banks, including BDC.
Our engagement process is streamlined: we conduct a discovery assessment and provide tailored advice to meet your specific needs effectively.
Our initial discovery session focuses on understanding your unique financial situation, followed by in-depth discussions to tailor our accounting services to your specific needs.
We assess your current financial standing and needs, providing customized, strategic accounting solutions to navigate challenges and capitalize on opportunities for growth.
We offer comprehensive financial solutions with full disclosures, preparing you within time limitations to overcome challenges and achieve your financial objectives efficiently.
Implementing and delivering solutions, we contact DFIs, lenders, and banks, build compelling business cases, and strive to achieve the promised financial solutions for you.
Hear directly from our clients: Real stories, genuine success, and unwavering trust in us.
Discuss Your Financial Goals Without Worry: We’ll Solve Your Accounting Issues Together.