Over time, different investments' performances can shift a portfolio's intent and risk profile. Rebalancing may be critical. Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle. If your family relies on your income, it's critical to know what their needs would be in the event of your death. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle. If your family relies on your income, it's critical to know what their needs would be in the event of your death. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Services
Founded in 2005, Williamson's Accounting & Tax Services LLC is an established and reputable Tax firm for individuals and businesses. When it comes to accounting firms, we pride ourselves on being family-owned and operated, and show genuine care and concern for our clients. Our mission is to have our clients' goals and their growth, whether personal or business related, at the center of all we do.
For as long as I can remember, I wanted to start my own business because I knew I could help people the way in which I believed they should be helped, which is with trust, integrity and what's right for the customer! That was 30 years ago and I'm proud to say that not only have I achieved my goal, but I have supported and helped hundreds of people financially, with many, many more to go!
You have worked and saved for many years and now it is time to retire. Today, people are living longer through retirement and financial planning during these years is more critical than ever before. With the appropriate plan in place you will be able to kick-start your retirement journey while enjoying this exciting new phase of your life.
Owner, Bruce Williamson, is an independent life insurance agent. Being independent allows him to impartially shop all of the major companies on the market to find his clients the best product at the best price. He is very well trained and knowledgeable on the complexities of the insurance market and insurance law.
Disability insurance offers you a way to replace lost income when you become ill or injured and are unable to work for a long time, whether it's months, years, or even the rest of your life. It's a way to help you continue to meet your expenses while you take time to recover. Having disability insurance in place can help keep you from worrying about finding the money to pay necessary bills and help you avoid depleting your assets or savings.
Reviews (9)
Ryan Picard
Jan 24, 2020
Report
Dan Latouche
Jan 13, 2020
Report
I can’t thank Bruce Williamson enough for all his help over the last few years. He has helped me tremendously in an area “taxes” that I know very little about as a small business owner and tradesmen. After the recession I had fallen behind with my taxes, simply trying my best to keep everything going financially. Not knowing what to do, or where to turn, Bruce being an “enrolled agent” and tax expert was able to explain exactly the solutions and options I had available. He gave the best straightforward information and help I could ever ask for, when I needed it most !! I am very grateful
Sarah Dubois
Dec 31, 2019
Report
Bruce and his team are the most thorough accounting team I've had the pleasure of working with. Now, we all know taxes aren't generally a pleasure, but at least with this group, you're getting personalized service. They know you, they get to know your situation, then in a purely upstanding way, they get you the best that you can expect for a tax return.
I've also worked with Bruce as my business and financial consultant. He is a wealth of knowledge!
Absolutely highly recommended!
I've also worked with Bruce as my business and financial consultant. He is a wealth of knowledge!
Absolutely highly recommended!
Steven Racle
Dec 08, 2019
Report
I have been using Williamson's Tax and Financial Services for years now. I have always had wonderful experiences every time I have had an appointment. Bruce and staff are very professional and helpful in every aspect of my personal and business needs. Bruce explains everything in detail and looks at the big picture and suggests things that will be helpful in the future as well as looking at my present situation. I would highly recommend Williamson's services for anyone looking for tax and finance services.
Vivian Beer
Dec 03, 2019
Report
Bruce is an asset for our personal and my business tax needs. When my wife got sick and we faced crazy bills he advised me in setting up funding possibilities in the right way. It was a comfort and a big help to make sure I was making the right financial decisions in an incredibly stressful time. Its great to have someone you can trust and rely on.
Paris
Nov 18, 2019
Report
Sheila VanKuren
Oct 03, 2019
Report
We have been working with Bruce and his team for many years now. We have consistently been more than happy and impressed with their performance and ability to represent our best interests. They have been instrumental in our financial planning for our future as well as dealing with tax related issues. I highly recommend Williamson's Tax and Financial Services LLC. They are amazing, highly qualified and a pleasure to deal with. They treat us as if we are members of their family! Call them today for your tax and financial services!
David Pare
Sep 26, 2019
Report
This is our 3rd year using Bruce and we couldn't be more satisfied. We are very happy with the service provided. Easy to work with using his secure online services and easy to schedule appointments that are convenient for working families. He has always been very helpful answering our questions and explaining things in a manner that are easy to understand in layman's terms. Looking forward to working with him on for our future financial plans. Highly recommend.
Norma Biron
Jul 15, 2019
Report
My husband and I have been having our taxes done by Williamson’s Accounting for many years and have always been satisfied. We moved from New Hampshire to Kentucky and have continued to go to them using their secure portal. They are very professional and trustworthy and at a time when money is tight for many, their fee is more than reasonable. We recommend them to friends and family for all financial needs. It’s nice to know they have our best interest in mind!
Thank you Bruce and Manon
Thank you Bruce and Manon
