Services For Individuals
Your CPA - the “Real Financial Coach”
Families come in all shapes and size; whether you are newly married, have a house full of little ones, or are on the verge of becoming empty-nesters. Every family or individual needs a plan.
CPA's have been the “Real Financial Coach” to the wealthy for over 80 years. For those who are doing okay and want to do better, working with a CPA is a smart choice. For those in crisis, working with a CPA is often a necessity.
A CPA working as your “Financial coach” will help you to create realistic short and long term plans. More importantly, you will be provided specific direction and guidance, in addition to accountability and encouragement as you work towards reaching your goals.
Unlike financial advisers or financial planners, we do not sell insurance, investments, or other financial products. Mr. McNair will help you on a flat-fee basis, which leaves him free to offer you practical and objective advice with only your best interest in mind. No financial products, no hidden charges, no accumulating fees. His focus is always to help you improve your finances.
As your 'financial coach”, he is dedicated to helping you develop a realistic financial plan specific to your needs, and helping you reach your goals. Together, we will define the areas that need work, organize your finances, as you learn to develop and implement a plan to improve your finances.
Contrary to popular believe, CPA's do keep in mind the reality of life that money is not everything that needs to be considered in our planning and advise. Despite what credit card commercials tell you and I, you CAN’T have it all. And here’s an ironic twist for you and I: the harder we try to “have it all”, the more we will end up losing in the long run. - Craig McNair, CPA
We Provide Solution
If you are in the Orlando Area and you'd like to see what kind of difference that attentive professional Accounting, Tax, Financial and Business planning can make to your financial future call us at 407-830-5717 or contact us to make an appointment today.
Our tax preparation and other services
for individuals include:
Income tax preparation
Personalized tax planning
Help with IRS problems
Trusts and gifts
College savings programs
Personal financial statements