Investment Planning
Safeguard your legacy with tailored estate planning.

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.

  • Will Creation:

    Drafting a legal document specifying how assets are distributed upon death.

  • Trust Formation:

    Establishing trusts to manage and distribute assets according to specified terms and conditions.

  • Power of Attorney:

    Appointing someone to make financial or healthcare decisions on behalf of the individual in case of incapacity.

  • Healthcare Directives:

    Outlining preferences for medical treatment and end-of-life care.

  • Estate Tax Planning:

    Strategizing to minimize taxes on assets passed to heirs or beneficiaries.

  • Family Tax Planning and Credits Optimization:

    Strategizing to maximize tax benefits and credits available to families, including child tax credits, education credits, and more.

Empowering Businesses with Tailored Financial & Accounting Solutions

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.

Establish Financial Goals & Policies
Our Working Process

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.

Offer Financial Solutions

We offer comprehensive financial solutions with full disclosures, preparing you within time limitations to overcome challenges and achieve your financial objectives efficiently.

Implementation & Delivery

Implementing and delivering solutions, we contact DFIs, lenders, and banks, build compelling business cases, and strive to achieve the promised financial solutions for you.

Client Testimonials: Our Success Stories Speak
Reliability Meets Excellence:
Your Trusted Choice

Hear directly from our clients: Real stories, genuine success, and unwavering trust in us.

Focus on what’s Imporant
Discuss Your Business and
Personal Financial Goals with Us

Discuss Your Financial Goals Without Worry: We’ll Solve Your Accounting Issues Together.