Accounting
Providing clients with proactive, forward facing accounting services in order to avoid surprises at year end and to integrate with tax planning services
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Tax Preparation
Providing tax preparation following proactive tax planning for clients who realize that inputting data into software cells is the last step in the process
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Legal
Assisting clients to create entities using an in depth understanding of the tax status and consequences of various business structures
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Audits &
Tax Controversies
Using courtroom experience and advocacy skills to represent clients facing disagreements with the IRS or other tax authorities
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About Noll & Co.
Our client base is diverse, consisting of individuals, retirees, business owners, partnerships, and investment groups. While their makeup and interests may differ, our objective never changes, to help our clients achieve their goals, whatever they may be.
Working closely with our business clients, we take the time to:
- Understand their goals
- Review their entity’s legal structure
- Develop a business plan
- Create an individual plan for the owners
- Establish measurement criteria
- Communicate frequently to monitor progress
For individuals, we take a similar approach but focus more on taxes, financial plans, college needs, retirement, long term care options, estate plans, wills, and trusts.
