Our Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
Tax Planning and Return Preparation
Individuals
Corporations
Partnerships
LLCs/LLPs
Estates, trusts, & gift
Taxing Authority Representation
Tax Effects of buying/selling a business
Fixed Annuities
We also offer Fixed Annuities for a Secure Retirement through the National Life Insurance Company. These products are designed to provide:
Guaranteed Income for life
Tax-deferred growth
Peace of mind with predictable returns
Fixed annuities are a safe and effective way to plan for retirement, offering financial stability and assurance for your future.
Universal Life Insurance with Living Benefits
We proudly offer Indexed Universal Life Insurance (IUL) policies through the National Life Insurance Company, a trusted financial services provider with over 175 years of experience.
Our IUL policies provide more than just life insurance — they include living benefits to offer financial protection when you need it most. These living benefits cover:
Terminal Illness
Chronic Illness
Critical Injury & Illness
Alzheimer’s Disease & other cognitive illnesses
With these features, you can access financial support during unexpected life challenges, ensuring you and your family are protected through every stage of life.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Custom Executor Action Plans: Personalized roadmaps to help you fulfill your responsibilities effectively.
Probate and Legal Support: Assistance with meeting probate requirements and other legal obligations.
Asset Management and Distribution: Overseeing the transfer of real estate, financial accounts, and personal property.
Closing Accounts: Managing the closure of digital accounts, subscriptions, and other ongoing commitments.
Tax and Debt Resolution: Expert handling of estate taxes, liabilities, and debt settlements.
Estate Settlement
Estate settlement is a complex process that requires careful attention to detail and thorough knowledge of tax and legal regulations. Through Fieldstone Financial, we offer compassionate and expert guidance to executors and families navigating the distribution of a loved one’s assets. Services include:
