Weinstein Kenneth M CPA

We are able to offer highly personalized service to our clientele, comprised primarily of investors, professionals, and small to medium-size businesses. Our staff has been trained to pay particular attention to the needs of each client within a fee structure that is fair and reasonable.

We get involved in your business, providing timely advice and consultation on tax matters, accounting systems, data processing, and financial services and estate planning, as well as providing tips for improving your internal operations.Our staff's background in computers, income taxes and management, are a particular plus in this regard.

Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.

Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*

Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.