Spearheading accounting and tax services is my primary role. Outside of tax season, I assist with monthly accounting, provide ongoing analysis and projections and offer business and retirement planning solutions. I am a CERTIFIED FINANCIAL PLANNER professional, Chartered Special Needs Consultant(R) and Certified Public Accountant.
Helping you achieve your financial goals is my primary concern. I partner with Kathryn and Ashton to provide advanced planning strategies for individuals and businesses. Using insurance and investment products, we will present options that are best suited for your needs and goals.
Helping you achieve your financial goals is my primary concern. I partner with Kathryn and Ashton to provide advanced planning strategies for individuals and businesses. Using insurance and investment products, we will present options that are best suited for your needs and goals.
Services
Creating a life you LOVE. That's our goal: to design a strategy that aligns with your life style, values and dreams. Whether you're at the accumulation stage, entering retirement or planning for loved ones, we design solutions to help you accrue assets, minimize tax liabilities and create legacy plans.
You started your business because you had a great idea or service plan to benefit others - not to spend time doing bookwork. Our business is providing accounting and tax services to small businesses so that you can focus on what you do best at a cost that affords your business the opportunity to focus talent where it is most beneficial for growth.
We make it our business to know the tax code, stay current on changes and seek ways for you to keep the most of your hard-earned money as possible. Our forte is preparing returns for individual business and property owners. Our CPA's employ strategies to help you retain assets, minimize tax liability and encourage investment in your retirement as a part of an effective tax plan.
From one special needs family to another, one thing we have learned along the way - it's critical to start planning as soon as possible to minimize the financial implications of caring for a family member with special needs. We have first-hand knowledge of the challenges and the joys that can come from caring for a love one with special needs.
Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks. Martin Landry is the manager of the PMG and a senior portfolio manager at Avantax, where he oversees the planning, execution and success of the PMG, a role that includes implementing the IMS Select and RMS Select Portfolios discretionary model portfolios.
Reviews (1)
Cordell Easter
Aug 02, 2020
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Humecki and associates offers both tax planning and wealth management services. They take a holistic approach to looking at the client's full financial picture. Ms Humecki and her associates are willing to meet clients prior to hiring to make sure we're a good fit. They also offer the ability to make online appointments. Check them out.
