At John Michael Smith, CPA PA, we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, and estate planning services, we can help you to achieve your goals.
Many Americans are feeling the pain of large credit card or student loan balances, or are dealing with high mortgage-related or medical expenses, and can’t see a way to resolve them. At John Michael Smith, CPA PA, we offer complete experienced, responsive debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging. We provide sensible and sensitive budgeting and planning assistance, working with you to design an achievable roadmap to a healthier financial future.
It is never too early to start planning for retirement if you want to maintain your current lifestyle, or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. At John Michael Smith, CPA PA, our retirement planning specialists listen to your objectives and goals, evaluate your current circumstances, and collaborate with you to formulate a comprehensive, achievable retirement plan. We compare the relative benefits of stocks, bonds, and other retirement assets, and explain the differences between retirement plans, including standard IRAs, tax-deferred annuities, and Roth IRAs. No matter where you are now – whether just starting out or close to retirement age - John Michael Smith, CPA PA can analyze your projected income and expenses and suggest investment funding techniques to help put you on the road to achieving your retirement dreams.