Individuals

As your financial situation evolves and increases in complexity, it becomes harder and more daunting to navigate the ever-changing landscape on your own. That’s when you need the expertise and counsel of an experienced and knowledgeable financial partner.

We begin by conducting a comprehensive evaluation of your income, savings, retirement accounts, investments, and debts; life-style factors, such as whether you have children in college or are caring for elders; and when (and how) you’d like to retire.

Based on the picture that emerges, we create a road map to financial success and security — customized strategies, tools and advice that enable you to spend less time and energy on your finances, and more on the things that matter to you.

Find out more about how Tiret can help you achieve your financial goals.

Or contact us for a free consultation to discuss how we can customize our services for your individual needs.

Services

Estate Tax Preparation & Planning

We can help you plan your estate to minimize taxes and maximize the amount you pass on to your heirs.

Expert Witness Services

Our credentials and experience allow us to serve as expert witnesses, presenting our professional opinions in court to support you during litigation.

Tax Preparation & Planning

Whether your business is a sole proprietorship or multi-tiered partnership, we can develop tax strategies for you that take full advantage of new tax laws — minimizing the taxes you pay, as well as the chances of an audit. We keep you up-to-date on your tax liability throughout the year, so you’re never surprised on April 15 with an unplanned balance due.

Personal Financial Planning

Achieving your financial goals isn’t really about how much money you have to plan with — it’s more about setting realistic goals, developing an easily understood plan to reach them, and monitoring your results. At Tiret & Co., financial planning is an ongoing conversation, where we work with you continually to address areas of concern, explore alternatives, and ensure that the goals of your practice are in line with your personal objectives.

Client Center

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Our Blog

Take Your Spring Cleaning to the Office with These Tips

April 19, 2017

Window washing, carpet cleaning, garden grooming—these are all popular spring cleaning chores for homeowners. However, with year-end and tax season behind you, this time of year is also...

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