Financial Planning Services

Phoenix retirement planning

At Thomas S Holly CPA PLLC, some of the most valuable services we offer our clients are comprehensive tax planning, retirement planning, estate planning, and financial advice. Our tax planning helps you be proactive in minimizing your tax liability and eliminate surprises on your tax return. Our firm keeps up-to-date on all federal, state and local tax law changes so you can rest assured knowing we will help you take advantage of all tax savings.

The aim of our wealth management services is to take proactive steps that will align your finances to meet your personal objectives. Many individuals throughout Phoenix and surrounding communities have relied on our guidance and support to help manage their financial security. We provide timely, confidential, personal service and work to make sure each client develops a clear picture of their personal financial situation.

Our Phoenix, AZ CPA firm provides wealth management services for busy professionals, families with a large number of assets, and high net worth individuals. Call us at 480-945-0699 to schedule a free free consultation today.

Tax and wealth planning services:

  • Retirement and wealth accumulation planning
  • Estate planning
  • Trusts and gifts
  • Income tax preparation
  • Tax planning for individuals
  • Alternative minimum tax planning
  • College savings programs
  • Personal financial statements
  • Budgeting
  • IRS problem resolution and audit assistance