Business Services

Businesses that thrive in today’s competitive marketplace maintain strong integrity with a focused eye on their bottom line. Mistakes cannot afford to be made, and operations require top-notch, proactive attention.

At Andre + Associates, we offer a number of integrated business solutions to help you improve your long-term outlook. Our approach is to have an initial in-depth conversation with you to determine the kinds of assistance you need, then work with you to design a plan that maximizes your potential.

 

Tax Services

Today’s tax laws are complicated, and because they change every year, it is easy to overlook the deductions and credits you deserve. Whether you file a simple return, use a software program, or have a more complicated return, our goal is to lower your tax liability.
This is accomplished through strategic tax planning, experienced tax preparation and dealing with the IRS.

• Tax Planning – Proper planning is key to successfully reducing your tax liability. Through years of working with all kinds of clients and situations, we know how to go several steps beyond traditional tax compliance to recommend tax saving strategies that maximize your after-tax income.

• Tax Preparation – The shoe-box of receipts and manual returns are long gone. By using the latest technologies to prepare and process your return, we are likely to prevent mistakes from happening, create a much more efficient return and reduce your tax liability.

• Tax Problems – Having problems with the IRS? We're here to help you resolve your problems by dealing with the IRS for you. Whether it’s answering a simple request or handling larger, more cumbersome issues, we have the experience and know-how to represent you.

Personal Financial Planning

Building and preserving your business and personal wealth requires specialized attention you can only get from qualified practitioners. Andre + Associates works with you to develop a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Keith Andre holds a CPA/PFS credential from the American Institute of CPAs.

For more information, visit www.andrecfp.com.


CFP (Certified Financial Planner)
This credential is awarded by the CFP Board of Standards. CFP certificates have passed a comprehensive examination, have met rigorous standards, and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

PFS (Personal Financial Specialist)
This credential is awarded by the AICPA (American Institute of CPAs) to CPAs who have demonstrated their knowledge in personal financial planning success.