Solutions for Individuals


		LOGIE CPA Please call 508.771.0329 or email help@logiecpa.com for help.

	Make your move...thoughtfully
	The basis for financial success lies in knowing where you are, recognizing where you need to be and developing and executing a sound financial plan to achieve these goals. As your CPA, we can assist with the development, monitoring and execution of your plan.

Tax and Estate Planning

Good income tax minimization strategy dictates that the impact of decisions made each year with the filing of Form 1040 address the ultimate implication for capital gains and estate taxes. We seek to develop a long term plan with each and every client that will maximize the wealth created during your life-time and at your death.

Forbes: Personal Finance

http://www.forbes.com/finance

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Billionaire-Owned Stocks To Avoid

News and Updates

Protecting your assets and your loved ones

Your home is insured. You car is fully covered. Is your life? Sound financial strategy includes disability income protection, long term care coverage and medical insurance. As your CPA’s you can expect us to ask you the tough questions and provide you with the appropriate direction. For more information, or to begin the preparation of your LifePlan contact us.

How are you doing?

Investing for Your Future

Do you contribute each month to your retirement plan? Do you know if you are saving enough? Is your asset allocation appropriate? As your CPA, it is our responsibility to guide you to the appropriate answers to these questions. Time is your friend in all matters financial. Don’t wait for it to pass you by. Contact us for more information.