Accurate and timely accounting information is a necessity for any successful business. Kriegel / Gray / Shaw & Co., can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:   Retirement Planning Services The decisions you make today could have a lasting impact, whether you are just beginning a career or have already spent a lifetime working hard and accumulating wealth. While it’s certainly preferable to plan for retirement while still in the early years of your career, it’s never too late to put a plan into place for retirement and transferring of wealth. Proper planning can achieve a range of things, from providing long-term financial security for your family to benefiting causes you believe in to setting the stage for family members to take over the business. We can help develop a plan that will allow you to realize your dreams, both tomorrow and beyond. We will work closely with you to ensure that your personalized plan is comprehensive and addresses all concerns, including making sure you are taking every advantage of tax-deferred savings plans and protecting your investments against inflation. Our approach to retirement planning encompasses much more than punching numbers into a computer. We take a comprehensive look at your retirement goals and dreams and suggest financial strategies for achieving them. Evaluation of your entire financial situation. Review of your asset ownership and liabilities. Review of your existing will or trust and related documents. Projection of the value of your potential estate. Analysis of your employer retirement plan and related benefits. Development of a coordinated plan that will accomplish your unique objectives. Implementation of your plan by working with your attorney and other professionals.

Tax Planning and Return Preparation Services Our tax services are more than just completing your tax forms at the end of the year. In order to minimize the tax you pay, we help you with income tax planning. We keep abreast of all changes and developments in local and federal tax laws and advise you throughout the year, so you're in the best possible position when it's time to file your return. Our specialists handle relations with government agencies, when that's necessary. And, of course, we prepare of all required federal and state and local income tax filings. We offer tax services for the following entities:  Individuals Corporations Partnerships LLCs/LLPs Estates, trusts & gift Not-for-profit organizations