Dan Ulvila
Description
Our firm covers all aspects of wealth management including a full service accounting and tax for all types of businesses and entity types. We have businesses in the farm and ranch arena, retailers, medical professionals, scientists, teachers, software developers, international businesses, contractors and real estate developers. We cover risk management, retirement planning, social security planning, college planning, estate planning, business continuation planning and special needs planning. We want to limit your surprises and to give you confidence that you have taken care of your loved ones.
Areas of Expertise
- Business Start-Up
- Individual Taxation
- Management Consulting
- Personal Financial Planning
- Qualified Retirement Planning