Financial and Estate Planning
Dominic O. Amaugwu, PC, CPA is your financial consultant working with you to increase your net worth and then planning with you to minimize estate taxes. A total program including an analysis of net worth, investment review, family gifting, retirement planning, and family business transfers
is available to assist you in maximizing benefits for you and your heirs.
Your CPA acts as a sounding board for your investment ideas and suggests the best structure to maximize your after-tax return.
Business Problem Solving
As you start a business, your CPA will help you select the proper organizational structure and secure adequate financing. Your CPA works with you and your banker, lawyer, insurance agent and other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls and any other business needs. If you have a financial problem your CPA can’t solve, you will be directed to a specialist for assistance.