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.

 

2022 Tax Year Questionnaire and Checklist

 

Blogs

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Albert Sidhom |
Categories
Finance
Tax Planning
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. While you may have altruistic reasons for donating to a charity that you support, there can also be tax benefits that come...
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Paws and Effect - The annual cost of pet ownership and how to reduce costs

Albert Sidhom |
Categories
Finance
Lifestyle
There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our best friends. But, they can also be a substantial part of a personal budget, especially since it (hopefully) is a long-term commitment...