Individual Services

You don’t have to be rich to need a Palm Beach CPA firm for tax preparation or other personal financial services. In fact, getting some professional advice can help anyone minimize taxes, get control of their money, achieve financial security, and build wealth.

Accounting Management Advisors helps individuals throughout Florida keep more of what they earn and plan for a secure future. Our clients are often amazed at how much more confident and peaceful they feel when they know where they stand financially and begin to actively manage their money rather than letting it manage them.

Call us at (561) 357-8885 to set up an appointment. You have nothing to lose, because we offer a free, confidential consultation. Here are just a few of the ways we can help:

Comprehensive tax services, including:

• Individual tax preparation and electronic filing
• Tax planning, including strategies to minimize liability
• IRS problem resolution
• Accounting and bookkeeping
• Individual and family budgeting
• Estate and trust planning
• College savings programs
• Retirement planning and saving
• Wealth management
• Personal financial statements