SERVICES FOR INDIVIDUALS

Give yourself the comfort that comes from having your taxes prepared by a professional. Today's tax laws are complicated, and even a simple return can be confusing, leaving you with more questions than answers. Don't risk overlooking deductions and credits that you may be allowed. There is no substitute for professional service and expertise.

  • Individual Tax Preparation & Planning
  • Retirement Planning
  • Estate, Trust & Gift Tax Preparation & Planning
  • Estate and Trust Management and Liquidation Planning
  • Wealth Management
  • Disability - Lump Sum Planning
  • Financial Management and Strategies
  • Fixed Annuities, Life and Long Term Care Insurance Services
  • Nonresident, Alien and Resident Alien Tax Return Preparation
  • Divorce settlement and litigation consultation
  • Real Estate Transaction Planning and Consultations
  • Debt Reduction Planning
  • Elder Care Budgeting and Financial Management


SERVICES FOR BUSINESS

More than 500,000 small businesses are started in the U.S. each year. We are here to help you from the beginning: explore your idea, realize a dream, seize an opportunity. The Callahan Group has one goal for your small business - success! We can assist you in entity selection, tax planning, financial strategies, payroll setup, and recordkeeping. We strive to provide a specific fit for your small business needs by being responsive, creative, practical and progressive.

  • Tax Preparation & Planning
  • Employee Benefit & Retirement Plan Consulting
  • Accounting, Bookkeeping & Payroll Services
  • Accounting Technology Consulting (Setup, Training & Support)
  • Financial Management and Strategies
  • Management Consulting
  • Business Liquidation, Merger, Sale or Purchase Consulting
  • New Business Planning and Startup
  • Compilation and Review Services