Gunn & Company provides services for your individual tax needs, as well as your business. Many of our long-term clients are also business owners who see the value in having all components of their business and personal finances managed under one roof. At Gunn & Company, we are committed to providing the highest level of financial services in a safe, confidential environment. We welcome you to discover our services and we look forward to gaining your trust as your strategic tax advisor.
Tax Planning & Preparation
We offer a variety of tax planning and preparation services suited to meet personal and business needs. Our extensive experience as CPAs and accountants means that our clients are receiving only the best services. Our team stays current with changing tax codes, as well as proposed and new legislation to ensure all preparations are in compliance with the law.
Gunn & Company provides tax services for both individuals and businesses, including:
- Tax projections
- Tax return preparation
- IRS resolutions
Financial Planning
Financial planning is an essential component to ensuring you accomplish the priorities that matter most to your family and you. Gunn & Company works with clients as their trusted strategic advisor to create financial plans based on each individual’s long-term goals for retirement, estate, and every step along the way. While many core principles guide the process, there isn’t a one-size-fits-all approach to creating a strategy that will address your needs and desires.
Together we can develop plans and essential documents to help you build and protect your:
- Financial plan
- Retirement plan
- Estate plans
- Education savings for children and grandchildren
Our approach will vary from client to client but often includes creating estate documents and trusts.
Business Advisory
Gunn & Company has decades of experience providing business advisory services. We can assist your business with financial planning, reporting, and guidance for long-term growth and security.