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.

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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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2024 Tax Year Questionnaire and Checklist

 

Blogs

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many so-called “savvy investors” would preach to you of their importance. To help you make informed investment decisions, let’s look at three investment factors that, contrary to popular belief, don’t...
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...