Enjoy financial peace of mind.
Are you ready to spend more time traveling or do you just want to enjoy a carefree retirement? Are you too busy with the responsibilities of everyday life to give your financial paperwork the careful attention it requires? Perhaps you would enjoy spending quality time with your good friend or aging relative rather than spending your visits pouring over their mountains of records.
Whatever your financial management needs, Hascal, Sjoholm is here to help. Our personal accounting services are designed to help you maintain your independence and provide the security and peace of mind that comes from knowing that your financial affairs are in the hands of trusted professionals.
Services tailored to your needs.
As your Personal Accountant, Hascal, Sjoholm can tailor a flexible program to meet your changing financial needs, with as much or as little assistance as you desire. Whether it involves coming to your house throughout the month, or directing mail to your office, we're happy to provide the services that work best for you.
The convenient, time saving services we provide include:
You can rest assured that your personal accountant will be reviewing your statements, reducing your exposure to identity theft and fraud.
Professionals you can trust
Hascal, Sjoholm's team of reliable professionals is held to the highest ethical standards, so you can trust us to handle your personal financial information with absolute confidentiality and objectivity. In addition to our comprehensive personal accounting services, we can provide referrals for other needs, including legal, investment, insurance, and home health care.
By coordinating our services with other professionals, we can help make sure you stay on track to achieve your overall goals. And you can enjoy the peace of mind you deserve.
Other services offered by Hascal, Sjoholm & Co., P.S.
Hascal, Sjoholm is also available to prepare personal financial statements, individual and fiduciary tax returns, gift tax returns and federal and estate tax returns. Being familiar with your financial situation throughout the year will help us prepare these reports more efficiently and effectively.
For more information regarding our Personal Accountant service, contact Jenise Kazen, CPA.
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