Products & Services
At Robert Van Loozenoord CPA PC, we provide assistance in the following areas:
Tax Planning and Preparation
- Individual Tax Preparation and Planning
- Business Tax Preparation and Planning
- Estate and Trust Tax Preparation and Planning
- IRS and State Tax Audits and Representation
Accounting Services
- Compiled and Reviewed Financial Statements
- Business Start Up and Software Setup
- Certified QuickBooks ProAdvisors®
- On-site Accounting Systems Analysis
- Payroll Services
- Preparation of Payroll Tax Reports
Robert Van Loozenoord also offers financial advising and investment services through his affiliations with Cetera Financial Specialists and Cetera Investment Advisors.
Financial Advising
- Retirement Plans
- Tax Plans
- Estate and Business Succession Plans
- Business Valuation
- Investment Consulting & Solutions
- Insurance Consulting & Solutions
- Wealth Management
Investments
- IRA’s – Traditional, Roth and Educational
- Mutual Funds
- Asset Management Services
- College Savings Plans
- Fixed and Variable Annuities
- Retirement Plans
Insurance
- Long-term Care Insurance
- Life Insurance
- Disability Insurance