The firm of Victor A. Robinette, CPA, CFP is committed to your financial success.
Formed in 1987 our firm has more than 20 years of experience in providing full service accounting and in meeting the financial planning needs of our clients. In partnership with our clients, we manage the intricacies of doing business in today’s fast-paced, ever changing economy. Offering a wide range of business services and financial planning tools, we work collaboratively to assist you in improving your tax position, investment results, capital position, business structure and much, much more. We refer to this approach as comprehensive wealth management.
COMPREHENSIVE WEALTH MANAGEMENT. Helping Clients:
Create and Grow Wealth through
- Appropriate Investments
- Adequate Life Insurance
- Small Business Management Advice
- Minimizing Income Tax with Investments
Protect and Preserve Wealth through
- Analysis of Overall Investment Portfolio
- Analysis of Overall Insurance Plan (Life, Disability, Long-Term Care and Liability)
- Tax Planning
- Professional Tax Preparation
- Tax Sensitivity Management
Plan the Distribution of Wealth During Life through
- Qualified Retirement Plans/IRAs
- Corporate Executive Stock Options
- Business Succession Plan
- Durable Power of Attorney/Successor Trustee – Continuity Issues
- Gifting to Children/Descendants
- Charitable Gifting – History & Plans
Plan the Distribution of Wealth at Death through:
- Titling of Assets
- Naming of Executor/Trustee
- Distribution of wealth to Spouse, Descendants and Others
- Charitable Inclinations at Death
As a Certified Public Accountant and Certified Certified Financial Planner, Victor feels a great responsibility to provide educational opportunities for our tax and financial planning clients. In order to accomplish this he offers periodic seminars on investment strategy as well as tax and financial planning issues.
COMPLIMENTARY MID-YEAR TAX TUNE-UP
Since our formation as a firm, we have provided full service plus the ‘extras’ that keep our clients loyal and satisfied with our service. For example, in order to prevent unpleasant surprises at tax time, we instituted a complimentary mid-year tax tuneup for our clients. This popular free service allows our clients to come to their tax appointments each tax season with less anxiety and much more assurance of their tax position. Our tax season motto is "no surprises are good results".
PAYROLL SERVICE NOW AVAILABLE
Recently, our business clients have been pleased to take advantage of our new payroll service which is both affordable, user friendly and flexible.