About Us

From starting a family, to business planning, to living in retirement, we at Sidhom Accounting and Tax Consultants are committed to addressing our clients’ financial needs, even as those needs transition. Our staff consists of a CPA and financial advisor – a duality that allows us to assess our clients’ entire financial future. Whether you are coming to us as an individual, family, or small business, we can provide an array of services – everything from implementing tax-efficient strategies, to managing investment portfolios – that best suit your specific requirements.

Looking to learn more? Get in touch today.

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Our Services

 

Tax Planning

We know how easy it is to postpone tax planning until the final months leading up to a tax-filing deadline. In doing so, clients often miss opportunities to reduce the taxes they pay, or even end up paying unnecessary ones. By implementing tax strategies throughout the year, we can help clients...
 

Investment Planning

Asset Management Strategic investment of assets is critical to financial success. After consulting with our clients to determine their risk tolerance and retirement goals, we create a customized investment portfolio that fulfills our clients’ goals, whether it is growth or simply meeting income...
 

Insurance Planning

Life Insurance In the event of an unforeseen death, life insurance offers families financial protection. There are multiple life insurance options, including term, whole, and universal, and we can help clients determine which is appropriate given their individual needs. We can also assist clients...
 

Estate Planning

Transferring an estate to a family and/or heirs is a complicated but necessary process. It is difficult, not to mention expensive, to transfer an estate should an estate plan not be put in place before the owner is deceased. In order to avoid such calamity, we suggest to all our clients that they...

 

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Click on the following questionnaire and checklist.

 

2019 Tax Year Questionnaire and Checklist

 

Blogs

Albert Sidhom |
Here are the answers to some of the most frequently asked financial questions. I’ve just started my first job. Do I really have to start saving for retirement now? Yes. While it’s important to wait to invest until student loans and any credit card debit has been paid off, if your current employer offers a 401K or 403B Plan, you should take advantage of it; particularly if they offer a matching contribution. You can certainly...
Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial stability and independence before you can leave behind your day-to-day job in exchange for a more fulfilling path. This is where the increasingly-popular financial independence, retire early (FIRE) movement comes in. The basis of the FIRE movement is quite simple: Save and aggressively invest a large percentage of your...