Our Products & Services

At Neal Wealth Management, PLLC, we offer a wide range of tax and accounting services for businesses, individuals and trusts and estates including:

• Tax planning and annual return preparation
• Monthly or quarterly accounting and preparation of compiled financial statements
• Quarterly and annual payroll and sales tax return preparation

For financial planning*, we will walk you through a step-by-step process to identify your goals and personalize appropriate strategies to suit your vision and objectives.  We help you execute sound financial practices that will help you feel confident in your decisions.

To do this we address the 8 Wealth Management Issues^® that our research has identified as most important to our clients.  They are: 

    1.    Investment Management*

    2.    Cash Flow and Debt Management

    3.    Family Risk Management

    4.    Retirement Planning

    5.    Education Planning

    6.    Legacy and Estate Planning

    7.    Business Planning

    8.    Special Situations

*When your plan is created, Mandy will implement it appropriately utilizing the products available to us through our broker/dealer Avantax Investment Services℠ including, but not limited to:

• Investment products such as mutual funds, stocks, bonds, etc.
• Retirement tools including IRA, Simple IRA, 401(k) plans, 403(b)plans
• Estate and legacy plans
• Insurance and annuities including life and long-term care insurance and fixed and variable annuities
• Business succession planning and the tools to support these plans