Laurel Zeeman CPA

Laurel Zeeman CPALaurel Zeeman CPALaurel Zeeman CPA

Laurel Zeeman CPA

Laurel Zeeman CPALaurel Zeeman CPALaurel Zeeman CPA
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Services

Tax Preparation

From basic returns to complicated trusts and estates. Some of my services include:

  • Individuals
  • Rentals
  • Sole proprietors 
  • Fiduciaries (trusts)
  • Estates
  • Multi-state returns

Cash Flow and Retirement Planning

Whether you're planning for retirement, preparing a trust, or a will. 

Understanding your financial health can help you sleep at night! My individualized approach to creating a cash flow plan starts with evaluating your assets and liabilities, identifying your projected spending habits, then estimating your future income and expenses.  Together we can develop a projected cash flow by year to determine how many years your assets will last. I can also assist with legacy planning and determining the best way to leave your assets to your heirs.

In situations where you are rearranging your assets (to purchase a house, for example), I can help determine the best way to finance your project. 

"I offer my clients a comprehensive service and are available to them for questions year round. I am not set up to process thousands of simple returns and we pride ourselves in getting to know my clients."  - Laurel


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