Our Services

Our highest priority is to create value for our clients by offering the following comprehensive services:

• Compilation & Review of Financial Statements.
  
• Payroll, property & sales tax return preparation.
  
• Individual & business income tax returns & planning.
  
• Clear fee structure.
  
• QuickBooks Pro Advisors.
  
• Timely service.
  
• Management advisory & "Concierge Controller" services.
  
• Review of tax returns that you or others may have prepared.

To help you identify and reach your financial targets, personal financial planning services are offered such as:

• Portfolio analysis.*
  
• Asset Allocation design.*
  
• Investment management.*
  
• Stock Option Planning.
  
• Estate planning.
  
• Retirement planning.
  
• College funding strategies.*
  
• Educational seminars.
  
• Planning for your legacy.

Gary recognizes that his clients lead active and complex lives. Clients understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security.

Whether you are using the calculators, market snapshot or one of our other options Gary has made available for you, Gary and his staff hope that you will find this new addition to Gary I. Istanboulian, CPA, An Accountancy Corporation enjoyable and beneficial.

If you have any comments or questions please feel free to contact us.
Thank you for visiting our website.

Your business is greatly appreciated.

*These services are offered by Gary Istanboulian through his affiliation through Avantax