It is never too early or too late to start planning. At Tamarack Tax & Consulting we value the financial security of our clients and their families. We want to learn more about your personal situation, identify your dreams, goals and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We will help you identify areas where you can save, and we will work with you to ensure your family’s future financial security.
We highly recommend having a team of professional advisers including insurance agents, estate attorneys or investment advisers to create a realistic financial plan that achieves your goals. If you do not have a team yet, no problem. We are highly networked in the area to provide you with the best our area has to offer.
Our services include:
- Business Succession Planning
- Estate and Gift Tax Planning
- Charitable Gift Planning
- Cash Flow Planning
- Cash Management
- Internal Controls Evaluation
- Small Business Concerns