Client Services

 

At The Aguiar Group, we strongly believe in the power of empowerment. We offer a comprehensive package of professional services, specializing in providing expert tax & financial planning, accounting, bookkeeping, as well as tax compliance & consulting. With over fifty years of combined experience, we use a team oriented approach to provide our clients with a personal strategy aligned to their values that enables them to achieve their goals. As entrepreneurs ourselves, we understand the needs and situations that challenge our local entrepreneurs. Our approach is to develop a close relationship with our clients, allowing our professionals to better understand each particular situation. We undergo continuous education and use the latest technology to stay current on new tax laws and legislation in order to identify key tax planning opportunities that minimize both your current and future tax liabilities. Acting as your business and personal advisor, we evaluate your tax considerations to ensure that we achieve the best fiscal benefit for you and your business.

Our Services Include:

  • Business Consulting

  • Financial Planning

  • Governance

  • Small Business Accounting

  • Tax Services

    • State & local taxes

    • International taxes

    • Litigation services

    • Tax authority representation

    • Real estate investments

    • Property tax exemptions

    • Personal property tax analysis

    • Purchasing or selling a business

    • Adopting or changing business structure

    • Succession planning

    • Retirement planning

Seminars/Presentations

Small Business Startup
Retirement Planning
Taxation
Personal Financial Planning