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 |
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some time thinking about this and have come up with some of the most important things to do to during a crisis. Before the Crisis First and foremost, you should chat with...
As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this article we are going to look at two things, first what exactly are employee stock options, and secondly why you should care and take advantage of them. What are stock options Employee stock options are simply an opportunity for employees of a particular company to buy stocks...