Reliable Consulting Services
From a Team You Trust
Small Firm, Big Capabilities
Bennett & Brkovich, LLC may be a small accounting firm, but we have big resources. Our incredible team blends experience, knowledge, and personalized service to deliver reliable results. We offer a wide range of services to individuals and businesses in Latrobe, PA and surrounding areas. Our clients appreciate our accessibility and our ability to translate complicated issues into ordinary, everyday language. Whether you’re in need of financial planning, tax preparation, or anything in between, trust the team with an edge. Trust Bennett & Brkovich, LLC.
A Firm With Local Flavor
We always keep your time and convenience in mind as we help you navigate through complicated matters. When you work with us, you can rest assured that your experience will be seamless and stress-free.
Business Entity Selection
Choosing the form of entity of your business is a crucial decision that can have longstanding tax implications. We can assist you in evaluating the pros and cons of each entity type, helping you determine the most beneficial form of business for your company.
Business Succession Planning
Coordinating your business’s succession is critical to ensure its continued success after deciding to remove yourself from the company’s day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
A properly structured financial plan prepares you for any financial challenge that may present itself throughout your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and retirement years.
Social Security Analysis
We understand the complexity of Social Security. That is why we learn each client’s specific situation and create a customized plan to determine the best strategy of when and how to claim your benefits. Our goal is to maximize your Social Security advantages, ultimately putting the most money in your pocket.
We can help you, and your divorce attorney navigate various decisions being made throughout your divorce process. This includes analyzing how certain issues will impact you financially, like dividing property, taxes, retirement plans, insurance, and more.
Saving you stress and money is what we do. For more information about our consulting services, contact us at 724-537-5431 today!
Monday-Friday: 9:00 AM-5:00 PM