Our Services
Our goal is to help you achieve yours!
Meeting your financial goals is a tremendous accomplishment. Buying a home, starting a business, college education, retirement . . . At Eichenbaum Bateman Larkin we work with you to bring together the key elements for financial success into a cohesive plan.
- We help you evaluate your goals and provide direction on financial and tax matters.
- We navigate the complexities of tax regulations and compliance to identify opportunities that will enhance your overall tax strategy.
- Our professional team assists you along the way by providing guidance through analysis, technical expertise, and real-life experience.
Our ability to provide reliable and personalized service to our clients is enhanced by our affiliation with a referral service network of experts in investments, banking, insurance, personal financial planning and legal services. You will have a team of seasoned professionals behind you, working together to provide solutions that are tailored to your needs.
Small Businesses
- Business Acquisition Analysis
- Business Plans
- Entity Choice
- Business Management Consulting
- Accounting and QuickBooks Consulting
- Bookkeeping Services
- Profit and Cash Flow Analysis
- Financial Statement Preparation
- Tax Planning
- Tax Return Preparation
- Retirement Plan Consulting
- Business Succession Planning
- Negotiation and Sale of Business
Individuals & Families
- Consulting for Change in Life Circumstances (marriage, divorce, children, retirement, death)
- Tax Planning
- Tax Return Preparation
- Budgeting
- College Funding Consulting
- Transaction Consulting – purchase or sale of property or business
- Retirement Plan Consulting
- Gift Planning and Reporting
- Trust and Estate Planning
Estates & Trusts
- Trust and Estate Planning
- Preparation of Fiduciary Tax Returns
- Preparation of Estate tax returns
- Fiduciary Accounting
- Coordinate with Legal and Investment Team
- Notary Services
