CPAs are frequently asked to compile or review personal financial statements for use in obtaining credit, for income tax planning, for estate or for retirement planning purposes.

Typically, personal financial statements present the combined assets and liabilities of a husband and wife and sometimes their dependent children. Assets and liabilities are generally stated at their current value. Our in-house Certified Financial Planner can assist the CPA with obtaining the most current value of investments in securities and life insurance policies.

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