Individuals | Trusts | Estates
The cornerstone of Penan & Scott, P.C.’s success in providing professional services emanates from our commitment to the entrepreneurial approach to business.
Individuals | Trusts | Estates
Penan & Scott, P.C. provides financial solutions for high income and net worth individual clients.
Our clients continue to utilize our services because of our long-term, personal and attentive relationship with them. We are proactive in our planning and encourage communication throughout the year. Using our creative approach for tax planning, we implement strategies that maximize our clients after tax income. Our dedicated staff exercises its extensive knowledge of individual tax solutions including:
- Compliance
- Consulting on starting or acquiring new business ventures
- Financial, estate and trust planning
- Tax planning and return preparation
- Analysis of tax advantaged investments
- Representation before the Internal Revenue Service and other tax authorities
We pride ourselves on getting to know each of our client’s present situation, and where they desire to be financially in the future.
Many of our principals have earned the Personal Financial Specialist certification (PFS) from the AICPA in addition to their CPA certificates. More than half of the staff have advanced degrees in Accounting, Business Administration and Computer Science. Through creative planning and reasonable competitive pricing, we position ourselves, side-by-side with our clients, to apply innovative solutions and respond to challenges.
Our clients’ satisfaction with our customer service-based approach was recently summed up in these words, “You always call me right back!” We look forward to working with you and welcoming you to Penan & Scott, P.C..