Traylor, Gratton & Beaumont, LLC is the continuation of an accounting practice that originated in 1974. Our focus is primarily tax, estate and financial planning for individuals and closely held businesses. We offer high quality, personalized services to meet compliance requirements and financial goals. Our clients reap the benefits of our experience, creativity and of our concerns for their success. Kim is a Certified Public Accountant with over 35 years of experience in individual, business and estate tax planning and return preparation.
Services
Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.
Invest in what you know. The better informed you are, the better your investment decisions will be. If you don't want to learn about investments, consider hiring a money manager and paying him or her to do your investing for you. Diversify your investments. Have some of your money in an investment that is easily converted to cash in case of emergencies.
You can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money. So there is a short period of time to take advantage of this increased exemption by making gifts outright or in trust for your beneficiaries.
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