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| From tax and estate planning for individuals and small businesses
to more complex corporate and consulting expertise, the services
of Couto DeFranco are designed around a singular goal - to help
you capitalize on the opportunities life presents. |
OUR SERVICES INCLUDE:
■ Accounting & Tax
■ Estate and Trust
■ Wealth Management
■ Consulting |
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| Almost every business decision carries tax implications. Whether you're making personal financial choices or mulling
over decisions for your business, our goal is to minimize your exposure and resolve potential tax issues before they
become tax problems. From the taxation of individuals to corporations and estates, Couto DeFranco's resources
enable clients to effectively anticipate and frequently avoid tax consequences through foresight, planning, and legitimate
structuring of transactions. |
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| Couto DeFranco provides a broad array of services to streamline the often complex process of trust and estate planning and administration. From straightforward tax planning to the development of individualized plans to minimize the impact of gift and estate taxes, our service are designed to put your mind at ease and ensure your wishes are met with the highest degree of personal service and discretion. |
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| Whether you've reached your financial targets or are still sorting out your financial future, you've probably discovered
that the rules of the game have changed. Your financial needs are becoming more complex every day. At Couto
DeFranco, we're not only Certified Financial Planners™, but Certified Public Accountants, too. How can that make a difference?
Every investment decision you make carries tax consequences, and our expertise in tax law can help you make
more informed choices about your portfolio. When it comes time to rollover your 401k, or to choose between a Roth
and a traditional IRA, for example, you'll have the guidance you need to make informed decisions. We'll always take
the time to discuss the advantages and disadvantages of various strategies, and to help you determine realistic expectations
for results.
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| You're an expert in your industry. But to help your business reach the next growth plateau, do you have to become a
financial and administrative expert, too? Not necessarily. From budgeting and strategic planning to sales forecasting,
Couto DeFranco's consulting services give you a framework for effectively managing all aspects of your organization, so
you can concentrate on the core competencies that are critical to your business. |
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“On every level, Couto DeFranco has met my financial needs, both personally and professionally. They excel at all facets of finance and accounting, from preparing my business and personal taxes to ensuring financial protection for my family.”
Dr. Terri O'Loughlin
Chiropractor |
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