Whether it’s making enough money to retire comfortably, investing enough for your children’s education, or passing on an inheritance to future generations, most people have simple financial goals.
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How to get there is less obvious, and you might have questions like:
How much risk should I take to achieve those aims?
Am I going to have enough cash to retire?
How can I save for the education of my children and save for retirement too?
Are there ways of minimizing cumulative income taxes?
Should I convert to a Traditional IRA from Roth IRA?
What is the effect of social security on my tax situation?
We Are Here to Answer Your Questions
These concerns are genuine. Financial planning is nuanced, and you're busy enough with daily life. The good news is that we can help. We know what it takes to ensure that our customers gain the financial freedom they deserve after a lifetime of hard work.
Develop a Personal Financial Plan
For you to reach your goals quickly, we prepare detailed financial planning just for you. We know you are worth it.
We regularly check your financial plan. Even if the situation in your life changes, we prevent you from a bombshell.
Integrated Financial Strategy
Integrating your strategy into the tax planning process, we prevent you from missing critical situations.
Strategies in Favor of You
Make a profit with the strategies we have developed to evaluate real estate, gift tax, and trust tax.
Evaluate Investment Methods
Help you find the most accurate investment method, so you don't overpay and get maximum income.
Evaluate Your Portfolios' Risk
Assess risk for your investment and retirement portfolios from more aggressive to less aggressive policies.
Endeavor to Required Mandatory
We help you to understand the Required Mandatory Distributions (RMDs) from IRAs
Compare Your Present and Potential Budget
Live well in the future by analyzing current expenses with your retirement budget.
Retirement Income Distribution Plan
By understanding you and your needs we build a retirement income distribution plan that meets your priorities.
We believe that our clients’ success equals our success. We understand you and your business' needs.
They are very professional and accommodating. I needed to get my taxes done quickly, and without hesitation they were able to fit me into their schedule. Great Service!
Owner of Copper Cove
They handle things that would otherwise take my entire day and always keep me updated. The team always answers the phone with patience for every impromptu question and request.
I have used Manay CPA for many years because I know I can trust them!!! They are sincere, kind and professional. I recommend them all of the time to friends, people I work with, etc.
I have been doing business and personal taxes with Manay CPA for many years. They are very professional and do quality job. I am certain the relationship will grow with along my next business ventures!
Owner of FON Solutions LLC
They are very professional, and responsive. They are always eager to help and assist. It is a great value for what you pay. As a small business owner they have made the running of my business a whole lot easier.