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them with essential financial services such as income tax preparation, business tax filing, payroll, bank reconciliation, QuickBooks support, and pension and retirement plans. We strive to offer these services atWe provide timely and accurate balance statements, income statements, and transaction listings, so our

your taxable net income and maintain proper records that satisfy IRS requirements. A successful tax plan is one that takes into consideration factors such as: expenditures, retirement plans, investment instruments, deductions, and credits, to name a

2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long-Term Care Insurance) 4.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional

Gilbert Financial Planner Teresa Bear helps create sound retirement income and investment strategies for people in or nearing security and independence they deserve. Planning Areas Include: Pre-Retirement & Retirement Planning, Income Planning, Social Security Strategies, Tax Planning, IRA & 401(k) Rollovers

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the launch of their business through exit planning, working with them to materialize cash employees and are highly skilled in tax planning and preparation. We also provide accounting , including income tax planning and preparation, payroll services, sales tax, personal property tax, and retirement plan establishment

are just beginning to plan for retirement to those who are already in retirement and need to where you are in your retirement journey, we have the tools and knowledge to help make that you can focus on enjoying your retirement years. So, if you are looking for to get started on making your retirement dreams a reality.

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