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Consulting Services

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Estate and Trust Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed.

Financial and Retirement Planning

We strive to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes and often work with financial advisors and insurance agents to provide tax opinions with respect to asset allocations, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.

Business Start-up Consulting

Taking the first step can be hard when you don't know where to start. Let Pieper & Associates help you hit the ground running when it's time to open the doors of your new business venture. We are here to help guide you every step of the way. We can help you with budgeting, tax planning, secretary of state filing, and obtaining your business EIN.  We are here to help.

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