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FINANCIAL PLANNING | ACCOUNTING & BOOKKEEPING | TAX PREPARATION

FINANCIAL PLANNING

At Criser, Gough and Parrish, we employ a strategic process to ensure we provide you with the best and most personalized service possible.

This process includes:

  • Initial Client Interview – We get to know you and your financial goals so you feel comfortable with our staff and services.
  • Tax preparation – We prepare and complete your tax return accurately and as fast as possible.
  • Personal financial audit – We will create a detailed background of your financial status to develop a solid base for your financial planning strategies.
  • Wealth management and retirement goal outlining – We understand your current and future financial planning needs and goals, highlighting any special services you may require.
  • New business startup interview – We get to know your goals for your current and future financial planning needs, helping to create a foundation for assisting you with reaching future tax, compensation, retirement and marketing goals.
  • Returning client interview – We ensure that any changes in your tax, operation and marketing status are always included in our financial planning strategy for you and your business.
  • Project surveying – We make sure we clearly understand what you need and what assistance you require so we can provide a detailed and complete estimation of time and costs.

We also offer personal financial planning, through services such as:

  • Personal financial audit
  • Personal financial statement
  • Preference discovery for wealth building
  • Stage of life planning
  • Single woman planning
  • Wealth management