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

First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.