We are excited to announce our CPA firm’s new name, EatonCambridgeCPA. Formerly, the CPA firm operated under the name Robert Korljan LTD; however, we believe the name change allows us to communicate a unique service offering that the CPA firm and Eaton-Cambridge Inc, a Registered Investment Advisory firm, have already provided clients for many years.
While EatonCambridgeCPA and Eaton-Cambridge Inc are separate entities, both firms are able to work together to provide a unique service offering. As a CPA firm, it is our duty to assist you in remaining compliant in your business and personal tax situations. We also know how important it is to you that you don’t overpay your taxes. Compliance and tax savings are what we are good at, and those aspects will not change. What we realize, though, is that your taxes and investments, whether it be your business or portfolio, are closely integrated.
Your investments held in your brokerage and bank accounts, IRA, ROTH IRA, 401(k), SEP, 403(b), and trusts all have different tax implications. How you contribute, grow, withdraw and pass on these investments to your beneficiaries all are guided by tax rules. Furthermore, you also need to set up a plan for these investments around your future pensions and social security benefits. Mistakes made during any of this process can lead you to thousands, hundreds of thousands, even millions of dollars in taxes. As CPAs, it would be a disservice to our tax clients if we allowed these mistakes to happen.
This is why we work closely with Eaton-Cambridge Inc clients. If you go to other large brokerages or investment advisors, they will provide you with investments or advice but tell you to consult with your tax professional. However, the tax professional and investment advisor may not be communicating properly. Regardless of who is at fault, at some point you are the one left footing the tax bill. EatonCambridgeCPA and Eaton-Cambridge Inc work strategically side by side to avoid costly tax planning mistakes.
We hope that aligning the firm names, now EatonCambridgeCPA and Eaton-Cambridge Inc, communicates to you how important we believe your tax situation is to us.