Singer Burke can help you build a solid base for your ongoing personal and professional success.
As your career grows, your financial life becomes more complicated. We take the time to learn who you are and where it is you want to go.
Our integrated services allow you to focus on your creative pursuits while we handle many of the distracting details, from preparing your taxes and keeping your books in order to helping you take advantage of tax strategies to save for retirement.
We help reduce the complexity in your life by anticipating the questions you will need answered. Then, we help you make sound decisions and maintain the discipline you need to achieve success. Because everyone’s situation is slightly different, we customize the services we provide to meet your needs.
Services for individuals or families at this stage might include:
Tax Preparation and Compliance
- Strategies to minimize your tax burden
- State and federal income tax returns
- Estate and gift tax returns
- Quarterly payroll tax returns
- Skilled audit representation
Accounting and Bookkeeping Services
- General ledger maintenance
- Annual information forms
- Pension plan accounting
Ad Hoc Financial & Investment Consulting
- Setting up a loan-out corporation
- Establishing and funding retirement accounts
- Education planning
- Relationship building
- City and local government compliance (business tax and licensing)
