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Services

Additional Services

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

ADDITIONAL “DONE FOR YOU” SERVICES OUR FIRM PROVIDES

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

Services Provides

  • Financial planning
  • Preparing for the future

Financial planning

Full Financial Planning | Portfolio Analysis
Mutual Fund Review | 401K Review

Preparing for the future

Income Planning
College Planning

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LOOKING FOR ADVICE YOU CAN TRUST FROM AN ESTABLISHED CPA FIRM?

We get it. And we can help.

After spending my formative business years serving public and private companies of all sizes and in a variety of industries, I have taken the new adventure of partnering in Kohari & Gonzalez PLLC in order to provide the best expertise and service to our clients in the Charlotte area.

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