Other Services

Other Services Portal

Posted September 15, 2018

Welcome to our Other Services Portal. We are a consultation and tax preparation firm, but we also provide other support services such as financial planning, small business retirement services, divorce analysis and litigation support, business valuations, estate planning, and other stuff.

General Retirement Planning

The biggest problem in retirement planning is the lack of planning. People don’t plan to fail, but many fail to plan. Determine your objectives. Know your limitations. Review your options. The Watson CPA Group can help you make informed decisions.

401K Disadvantages

401K Disadvantages

College Savings

College Savings

Financial Advisor

Financial Advisor

401K Rollover

401K Rollover Options

Management Firms

Wealth Management Firms

Retirement Tax

Retirement Tax Bomb

Financial Planner

Fee-Only Financial Planner

Tax Deferral

Tax Deferral Concerns

Retirement Planning

Retirement Planning

Fact Finder

General Fact Finder

Small Business Retirement Planning

Many small business owners want to implement a retirement plan such as basic IRAs, solo 401k plans, cash balance plans or defined benefits pensions. However, the choices are crazy and the tax implications are unknown. Let us help!

S. E. Retirement

Self Employed Retirement

Retirement Tax

Retirement Tax Bomb

401K Plans

Turbo Charged 401K Plans

Self Directed IRA

Self Directed IRA

IRA Problems

Self Directed IRA Problems

Tax Referral Concerns

Tax Referral Concerns

Divorce Financial Considerations

If you are reading this, you are either contemplating divorce, in the middle of one or already on the backside. Regardless of your timeline, we understand your questions and concerns. The first things that come to mind are usually attorneys, money, and kids. But rarely are you given the tools and checklists to manage life after divorce such as insurance, mortgages, investments and retirement planning.

We appreciate the sensitivity that the issue of divorce inherently brings upon itself, and the compassion necessary to navigate through the hoopla. The Watson CPA Group and each individual professional in our circle of trust will use the highest level of discretion to protect your privacy.

Divorce Financials

Divorce Financial Analyst

Consultation

Divorce Consultation

After Divorce Checklist

After Divorce Checklist

Business Valuations

Business Valuations in Divorce

Settlement Agreement

Settlement Agreement Issues

Fees and Disclosures

Fees and Disclosures

Getting Started

Marriage is all about love and divorce is all about money, to steal a common phrase. The button below will direct you to the necessary steps including a checklist of the information the Watson CPA Group needs to prepare your divorce financial analysis and reports.

Estate Planning and Taxation

The three stages in life are accumulation, preservation and transfer. Everyone loves accumulation- it is fun to watch your wealth grow. But if you don’t focus on proper preservation and efficient transfer, why even accumulate at all? Every life comes with a death sentence- sorry, harsh reality. Please don’t ignore the value of proper estate planning.

We can work with your estate planning attorney to ensure that your estate plan fits into your tax plan.