Individual Services

Individual Services

Steyer & Co., CPAs understands that tax, financial, and retirement concerns can weigh heavily on individuals in a variety of situations. We provide a wide range of services to help individuals and families handle current issues as well as prepare for the future. Some typical services we offer our clients include retirement planning, financial planning, estate planning, and tax preparation and planning.

Estate planning

At Steyer & Co., CPAs, we recognize that every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations, and research tools to make your planning simple, efficient, and worry-free. We are available throughout the process to answer your questions, address changes of circumstances, and discuss alternatives. At every step, we’ll be there with you. We can help you define your estate planning goals, evaluate and recommend estate planning options, lessen taxes at time of death, and arrange for management of your estate in the event you are incapacitated.  After the initial creation of your estate plan, we will help you amend your plan as needed.

Financial and Retirement Planning

Managing your personal wealth and financial future can be overwhelming. Steyer & Co., CPAs will give you the individual attention and expertise needed to build and maintain your personal assets. Our one-on-one guidance encourages you to confidently manage your personal finances, while we help you know and understand your options and the possible tax consequences of your financial decisions. We’ll establish an ongoing, consultative relationship with you, making it our priority to always be available to speak with you about your finances and tax consequences. We can assist with tax strategies, investment tax considerations, retirement tax planning, college tuition planning, wealth accumulation, and more.

Tax Planning

Steyer & Co., CPAs works with individuals, business owners, executives, and family offices to understand their tax planning goals. We then develop and implement strategies to help them achieve those goals and minimize current and future liabilities. Our team looks at your entire financial picture, assessing your current situation to design an action plan that identifies potential opportunities and then works with you to implement achievable solutions. As things change in your life and business, we review, monitor, and adjust your plan on an ongoing basis. This process can be as simple or as complex as your needs dictate. Whatever your individual tax, estate, and financial planning needs, we can help you achieve your objectives and enjoy peace of mind.

Tax Preparation

For many individuals and small business owners in Northwest Ohio and Northeast Indiana, preparing income tax returns can seem like an intimidating process. Given the evolving landscape of tax law as well as the complex tax situations that may arise throughout a year, appropriately completing and filing a return can be a task that leads to more questions than answers. Even with relatively uncomplicated returns, you could potentially miss out on opportunities for additional deductions and credits. Our CPA professionals offer preparation services that identify and capitalize on beneficial tax situations while ensuring that these returns comply with current regulations.