Cunningham and Associates has served individuals tax and planning needs since 1992. Our experienced, friendly team will work with you to plan throughout the year. When tax season rolls around, we are here to help you aggregate information and organize your facts in order to file timely and effeciently.
Although we are not a large firm, we pride ourselves on the team of experienced professionals we have assembled, all of whom are dedicated to serving our clients. From the "Our Team" page under the About Us tab, you can see that many of our key associates have significant experience with some of the nation’s largest accounting firms.
Can we help you with any of the following services?
Local, State and Federal Income Tax Preparation
Cunningham & Associates was founded in 1992 as a tax firm. Although we have grown to expand our list of services, we still maintain a large tax practice. Our tax professionals have years of experience preparing both local, state and Federal returns for individuals. Our team utilizes their experience and knowledge to ensure that our clients file on time, extend if needed, and maximize their return (or minimize their liability).
Tax Planning
Tax returns have established due dates which can provide unneeded stress to individuals, business owners, and nonprofit directors. We strive to alleviate this stress by thinking of tax compliance and planning as an ongoing process which has no set date. We maintain a focus on always keeping up to date with new tax code at the local, state, and federal levels providing our clients with a sense of certainty as it pertains to an uncertain topic.
Estate Planning
In most cases, our high-net-worth clients are current or prior business owners or high-level corporate executives. We assist clients with transferring wealth to the next generation while minimizing tax implications, but always focusing on the desires and objectives of the client. Additionally, our firm has done extensive work with employee stock ownership plans (ESOPs). We offer estate planning services in collaboration with the financial planners at Cunningham Wealth Management.
Financial Planning & Investment Management
Our sister firm, Cunningham Wealth Management, offers a suite of services for individuals in collaboration with our professionals at Cunningham and Associates. CWM offers holistic fianncial planning, evidence-based investment management, and dynamic tax planning services. They are a Registered Investment Advisor and a fiduciary, meaning that they have a responsibility to always act in your best interest, not theirs.
