Financial Advising for You
From tax planning to retirement planning — we’re here for you. With access to financial planning resources and professionals from our sister company, E.A. Buck Financial Services, we’re able to connect you with services beyond our ongoing accounting and preparation services.
Financial Planning Services
Tax planning and financial planning go hand in hand.
Through our partnership with E.A. Buck Financial Services, clients benefit from a coordinated approach that brings tax preparation and accounting services together with integrated financial and retirement planning—all under one trusted umbrella. By combining services, you also have access to a team of financial professionals experienced in wealth and retirement planning working toward strategies specific to you and your goals.
We’re here to help with:
- Retirement Planning
- Tax-Efficient Strategies
- Wealth Management
- Estate Planning
- Social Security Strategies
- Life Insurance
Discover how integrated guidance can simplify your path forward.
Click below to learn about E.A. Buck and our comprehensive suite of financial services.
Kevin Nitta, E.A. Integrated Tax and Wealth Management
Kevin Nitta is a licensed financial professional offering comprehensive tax and wealth management services under one unified approach. By pairing strategic financial planning with informed tax insight, Kevin provides a synergistic, streamlined experience designed to help individuals and families make confident decisions at every stage of life.
At E.A. Buck Financial Services, clients gain access to a full suite of planning solutions — from retirement and investment strategies to year-round tax support through our affiliated tax services. Together, these coordinated offerings create a one-stop shop.
Take a Financial Wellness Check
Financial preparedness starts with a plan. Do you feel prepared for important financial and retirement milestones that could impact you and your family’s future?
Through our shared services with E.A. Buck Financial Services, we help you step back and evaluate your overall financial wellness—looking at how prepared you feel around areas like retirement planning, estate considerations, and long-term financial organization.
Start with our free Financial Wellness Checklist to check the boxes for the questions you feel confident addressing and identify areas that may still need attention.
Feel free to print the checklist or bring it into your next tax review or conversation with us. Together, we can walk through what matters most to you and discuss practical next steps around any lingering financial questions.
Schedule a Meeting
Whether you own your own business and need monthly accounting assistance or are an employee who needs help preparing your income tax returns, we are confident we can help.
