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Our staff prefers to take a proactive approach to the upcoming New Year by keeping current on the latest tax law changes and understanding what financial objectives you have in mind.  Whether you are an individual or managing a business, we will help you minimize your tax liabilities and plan for upcoming financial decisions.
 

We specialize in working with high net worth individuals and families, especially with succession and transition planning, and dealing with family issues.  Effective wealth management and estate planning are personal matters. McElderry & Associates provides assistance to help you address these difficult yet important decisions. We recommend strategies such as charitable trusts, gifts, and methods for avoiding probate.
 

Over half of our clients are full time real estate investors, residential and commercial landlords, developers, general contractors, flippers, and re-hab specialists.  Come see what we can do for you and your real estate endeavors!
 

Our professionals work diligently to advise our clients. Our diverse M&A experience gives us the perspective of buyers, sellers, and stakeholders with respect to accounting, tax, financial, and organizational issues in M&A transactions.
 

When dealing with the IRS you are open to bluffing, mistakes, overpaying, intimidation and errors. We are here to make sure that you have a fighting chance.

 

Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, or learn about incorporating your business.
 


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