Laurel K Zeeman

At Laurel Zeeman CPA, we pride ourselves on offering personalized financial services to each of our clients. Our approach is proactive, not reactive, ensuring that we stay current on new tax laws and legislation to identify key tax planning opportunities that minimize both current and future tax liabilities. This personalized service extends beyond tax planning to include cash flow and retirement planning, helping our clients understand their financial health and make informed decisions about their financial future.

Services

Our services include tax preparation for individuals, rentals, sole proprietors, fiduciaries (trusts), estates, and multi-state returns. We also provide comprehensive cash flow and retirement planning, helping clients evaluate their assets and liabilities, identify projected spending habits, and estimate future income and expenses. Whether you're planning for retirement, preparing a trust, or a will, we can assist with legacy planning and determining the best way to leave your assets to your heirs.

Tax Preparation

From basic returns to complicated trusts and estates, our tax preparation services cater to a variety of clients. We understand that each client is unique and require a tailored approach. Our expertise ensures that clients receive the best possible service and advice.

Cash Flow and Retirement Planning

Understanding your financial health is crucial for a stress-free future. Our cash flow planning starts with evaluating your assets and liabilities, identifying your projected spending habits, then estimating your future income and expenses. We develop a projected cash flow by year to determine how many years your assets will last. Additionally, we can assist with legacy planning and determining the best way to finance projects, such as purchasing a house.

Laurel's 2023 Adventures

In our free time, we enjoy exploring new adventures together. From winning competitions with our friends to enjoying family vacations in Mexico, we believe in making the most of life. We are proud to share these moments with our clients and hope they bring a smile to your face.