Wealth accumulation takes dedication and effort – working with advisors that value confidentiality and trust is a key factor for high net worth individuals and families focused on asset protection and value preservation as cornerstones for reaching their financial objectives.
McConnell & Jones LLP provide a comprehensive approach that encompasses tax and business management services, as we believe both go hand and hand when guiding and resolving complex financial issues. Furthermore, we are prudent in our communication and delivery of information; our professionals recognize that timely input helps clients to make informed decisions.
Navigating the increasingly complex tax environment; structuring correct ownership of asset holdings and transactions; making sure assets are protected and appropriately insured; and passing wealth to the next generation are some of the challenges we help to resolve, which can help you sleep at night.
Not only do we manage day-to-day financial activities, we work within the complexities of “everyday life” and adapt our services to align with your goals and ambitions. Our professionals are accustom to coordinating with outside consultants to help achieve deliverables and long term objectives and can work directly with bankers, lawyers, investment advisors, estate planners, and insurance professionals as needed.
Our services include, but are not limited to the following:
- Bank reconciliations, bookkeeping, and maintaining general ledger
- Personal and business financial statements
- Cash flow management, budgeting and planning
- Income tax preparation and tax planning
- Estate and gift tax preparation and planning
- Business entity structuring
- Corporation (including personal service corporations)
- Major asset purchase assistance with purchase, financing, and monitoring
- Debt review to help you manage debt
- Banking support and assistance
- Investment review and monitoring in collaboration with investment advisors
- Insurance coverage review and analysis
- Retirement planning