PERSONAL FINANCIAL PLANNING

Our team works hard to protect your assets. At Cisco & Co Certified Public Accountants, we strive to protect and stand behind our clients. We provide personal financing services to elevate your finances to the next level.

Our team is here to serve you with our wide array of services:

TAX PREPARATION & PLANNING

Establish a growth plan

Protect your wealth for years to come

Gain expert tax advice throughout the year

Get notified of tax law changes that affect you

ESTATE & TRUST PLANNING

Establish your plans for the future

Ensure your financial security

Gain expert insight into navigating complex tax laws and facilitating transferring assets

Minimize tax liability to beneficiaries

FINANCIAL & RETIREMENT PLANNING

Create a sound retirement plan

Allocate assets to align with your goals

Gain expert analysis of investment performance

Develop a funding plan for college education

IRS REPRESENTATION

Allocation of assistance for state and federal audit process

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