Your financial success takes big picture planning

Of course, you want to pay the absolute minimum in taxes, but you need so much more than that from an accounting firm! Named the “Best CPA” in Financial Planning six years, The Carmack Company looks at your whole financial picture – from tax planning to estate planning. While we help you manage your money and reduce your taxes today, we also help you focus on reaching your goals for tomorrow.

Tax Services

• Income Tax Preparation
• Tax Consultation and Planning
• Prior Year Tax Returns
• Estate Planning
• Charitable Giving Planning
• Tax-Advantaged Investments

Financial Planning

• Investment Planning
  • Integrated Asset Allocation and Portfolio Design
  • Customized Asset Management Programs
  • Diversification Strategies
  • Alternative Investments
• Estate Planning
  • Wealth Transfer and Tax Reduction
  • Charitable Giving
  • Trust Services
• Tax Planning
  • Income Tax and Estate Planning
  • Tax-Advantaged Investing
  • Charitable Planning
  • Trust Services
• Insurance
  • Life Insurance Analysis and Design
  • Long-Term Care
  • Disability Protection
• Education Planning
  • 529 College Saving Plans
  • Uniform Gifts to Minor Act
• Retirement Planning
  • IRA Rollover and Distribution Planning
  • Qualified Plans

Accounting Services

• Bookkeeping and Check Writing for Individuals
• Personal Financial Statements