Other Services

At Donald L. Cunningham, CPA, LLC, we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis, to retirement and estate planning services, we can help you to achieve your goals.

Retirement Planning Services

It is never too early to start planning for retirement if you want to maintain your current lifestyle, or achieve an even better one. Careful planning helps you avoid common pitfalls and retirement planning mistakes and puts you on a solid footing to ensure that your retirement lives up to your expectations. At our firm, we listen to your objectives and goals, evaluate your current circumstances, and collaborate with you to formulate a comprehensive, achievable retirement plan. We work with local financial advisers to compare the relative benefits of stocks, bonds, and other retirement assets, and explain the differences between retirement plans, including standard IRAs, tax-deferred annuities, and Roth IRAs. No matter where you are now – whether just starting out or close to retirement age - we can analyze your projected income and expenses and suggest investment funding techniques to help put you on the road to achieving your retirement dreams.

Estate Planning Services

You've worked hard to achieve success and build wealth, and comprehensive estate planning is a common-sense way to ensure that your hard-earned assets and the people you love are both protected in the future. We work with several local estate attorneys in conjunction with our planning. Effective estate planning is critical to conserve your assets, both for you to enjoy in retirement and for the next generation, and to minimize the impact of estate and inheritance taxes on your beneficiaries. Our firm has the knowledge and experience to help you formulate a successful plan for the future. We can review your financial position, recognize and minimize or eliminate potential liquidity issues caused by federal and state estate taxes, and employ a wide array of instruments such as trusts and charitable entities to maximize your assets and protect your beneficiaries.