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Our goal is to assist businesses and individuals with their accounting / bookkeeping and tax compliance needs. Our tax preparation services allow you to focus on generating revenue and perform core business functions while allowing us to perform back-office tasks and perform month-end closings.
Our estate and trust planning professionals will work with you to design a customized estate plan. By customizing your estate plan to your particular needs, our estate planning specialists can assist in managing and conserving your estate while reducing tax liabilities and utilizing an assortment of planning vehicles.
Depending on your situation, establishing a trust as part of a comprehensive wealth transfer plan can be one of the most effective ways of lowering your taxes and diversifying your assets, while providing for your family and leaving a legacy for the future. We use an assortment of planning vehicles to work for a favorable result.
Whether you’re self-employed and need to fund your own retirement or a small business owner looking to plan a financial future for you and your employees, we offer a variety of retirement plans to fit your needs.
Costrax offers plans for businesses of any size. Use the information on our website to begin narrowing your options, or simply give us a call for help choosing the right plan for your business.
Inheritance equalization is an estate planning strategy designed to help business owners evenly transfer their assets to business and non-business heirs.
Closely held business and farm/ranch owners may have a majority of assets tied up in the business. One or more heirs may also be employed by the business. An inheritance equalization strategy, using life insurance, can provide for the non-business heirs, while keeping the business intact for the heirs continuing the business.