Carmines, Robbins & Company can provide innovative solutions with your financial goals in mind. Our focus is to provide you with continuous, reliable support now and for years to come, helping you to realize all your financial goals.
Financial Planning—Our CERTIFIED FINANCIAL PLANNER™ professionals (Robert W. Carmines and Athena Robbins) can assist you in securing your financial future through comprehensive, long-range financial planning. We are able to offer insurance products and investment solutions designed to help build wealth, protect assets and limit your liabilities. Whether you’re planning for college, retirement, or need guidance on estate planning, think of us as your trusted advisor to serve all your financial needs.
Estate Planning—our skilled team can help safeguard your accumulated wealth for future generations through proactive initiatives to reduce the tax burden of your estate. We can also assist with estate tax compliance reporting and estate administration.
Business Management Consulting—we offer years of experience advising business owners on a wide variety of challenges encountered in every phase of your business’s lifecycle. We can help with start-up, financing, business plan creation, personnel, forecasting, and analysis of business operations, or expansion.
Software Consulting—are you considering purchasing new technology to help your business improve reporting and run more efficiently? Let our tech savvy staff direct you to the solution that best meets your particular needs. We specialize in QuickBooks, QuickBooks Online, Quicken, and Peachtree software support.
Business Succession Planning/Sales & Purchases—our business advisors will implement financial management strategies that protect your company’s position, maximize its value and help you plan for its succession. We also have extensive experience with sales and acquisitions. We can also assist in properly structuring the transaction to mitigate your tax liability.
We enjoy sitting down over a great cup of coffee to learn more about you, your needs and your financial goals. Here are a few things we can do for you:
• We'll sort out your accounting.
• We'll minimize your taxes.
• Timely service and clear fee structure.
• Quicken/QuickBooks/QuickBooks Online/Peachtree Specialists.
• CERTIFIED FINANCIAL PLANNER™ professionals
• Initial consultation...no charge!
• Great coffee!
Carmines Robbins' offers customized accounting services including BOSS™ (Back Office Support System) for the dental arts profession.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
The holidays can be overwhelming. You only have so many hours in a day, your gift list is long, and your budget may be tight. A bit of up-front planning and prioritizing can help save you time and money. Here are a few ideas to help you minimize the hustle and bustle, stay on budget, and find more peace this holiday season.
Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.