Services
Tax Planning
Year-round planning saves $
Ober Financial is available year round for tax preparation and tax planning. Services such as W-2 calculations & estimated tax payment calculations can save you from paying extra in penalties or taxes.
Ober Financial can assist you when changes in your life affect your tax situation. Some of the changes they’ve seen include:
Marriage, children, home purchase and/or sale, inheritance & Business start-up.
Tax Preparation
Individuals Estates Corporations Partnerships
At Ober Financial, tax preparation services incorporates all aspects of your financial picture to provide the most beneficial tax situation possible.
They have experience in preparing all tax forms you may need in one place.
Individuals - everything from short form to complex tax returns.
Estates - including fiduciary returns and estate accounting.
Business Tax Returns - including income tax, payroll tax and sales tax returns.
Business Accounting
B.E.E.R
Business Evaluation + Efficiency = Results
A unique approach to automated bookkeeping combines time saving elements with professional advice. An ideal solution for a small business that lets the owner focus on what they do best - growing the business - while Ober Financial focuses on what they do best.
Business services include Quickbooks, payroll, sales tax, entity planning, budgeting and cash flow analysis.
Proper business planning not only creates a better bottom line but also saves taxes and eliminates last minute surprises. .
Balancing Life Financial Planning
We’ll discuss your current lifestyle, including budgeting, cash flow and debt analysis. Together we’ll design a plan that aligns with your balanced life.
Project based financial planning: For those who aren’t interested, or ready, for a comprehensive plan. In this option we develop a one-time plan around 2-3 topics of your choosing.
Comprehensive Financial Planning: This is full service financial planning where we don’t stop once the plan is in place. We work together to keep your plan on track. This includes 2-3 meetings a year (in person and virtual).
Investment Management: Take the emotion out of investing. We’ll work together to discover your risk tolerance allowing us to build a portfolio you’re comfortable with.