PASTROFF, BARJA, KELLY & CO.

Certified Public Accountants

Achieving Your Personal Goals

From tax planning to estate plans and trust services, our CPA team is dedicated to helping you achieve your personal financial goals. We can assist you in setting objectives, analyzing the risks, and preparing an effective plan to guide you in making financial, investment and tax decisions. Tax Planning and Preparation As your CPA, we will prepare all required tax returns to minimize your personal tax obligations. Throughout the year, we monitor the tax law changes that may affect you, recommend tax-saving strategies. We will also represent you in the event of a tax audit. Financial and Estate Planning We will serve as your personal financial consultants, working to increase your net worth, and minimize potential estate taxes. We offer a total program, including an analysis of current assets and liabilities, investment strategy, family gifting, possible use of trusts, retirement planning, and family business transfers. Our goal is to assist you in maximizing benefits for you and your heirs. Trust Services Our depth of experience allows us to provide effective trust services to meet your investment, tax, and estate planning needs. We will review your current situation and make recommendations to help you enhance and preserve wealth, convey assets to your heirs, and develop a charitable giving program if desired. Record Keeping We can design a record-keeping system to fit your personal financial affairs – an important consideration in tracking multiple investment accounts and ongoing obligations. We can also prepare any necessary reports on your financial activities.