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Individual Advisory Services

No two persons follow the same path in life. Along the way, it is good to have a trusted advisor to call if you have questions outside your usual area of expertise. There are times when you may not even be sure what questions to ask.

By teaming up with McLain, Hill, Rugg & Associates, Inc., you’ll have a familiar contact available year-round who can help you sort through the questions that need to be answered if you are looking for ways to save taxes, save for retirement or college education, start, purchase or dispose of a business or are considering any major financial matters that could have tax implications. You may have questions about succession planning or inherited property. Your team at McLain, Hill, Rugg & Associates, Inc. can help you navigate through these issues and more.

Individual Advisory Services:

  • Tax Planning
  • Succession Planning
  • Tax Management Services
  • QuickBooks Advisory Services
  • Litigation Support and Forensic Reporting
  • IRS Representation
  • Employee Benefits, Pension and Profit-Sharing Plans
  • Mergers, Acquisitions and Sales
  • Accounting Services
  • Financial and Retirement Planning
  • Entity Selection and Restructuring
  • Cash Flow and Budgeting Analysis
  • Debt and Finance Advising