Personal Financial Planning

McAllen CPA | Personal Financial Planning

We help you get your finances in order, so you can have the peace of mind to focus on what matters most—your family. If you're looking for a McAllen CPA then look no further than Abigail Y. Murray, CPA.

Your financial well being is just as important to us as it is to you, that’s why we provide personalized financial management and a complete accounting plan that will work as the roadmap to financial freedom. That road to financial success starts at the office of Abigail Y. Murray, CPA.

Personal Financial Services:

Personal Bookkeeping

Do you want to get your financial house in order? Personal bookkeeping might just be the option for you then. First we start by understanding your short or long-term goals. We follow up by helping your organize your books and accounts, then we establish the process of tracking your income and expense to see what changes need to made and strategies need to be used to ensure your success. We’ll make sure you get the best financial advice to make the most sound decisions that will help you to reduce your debt, improve your credit rating, and help you reach your financial goals.

Retirement Planning

You’ve worked hard your life and you deserve to have comfort when your working years are behind you. We can help you develop a retirement plan specifically tailored to your goals and situation. We’ll identify your needs, determine your source of retirement income, help you to understand your investment opportunities, and figure out what’s the best way to save to meet any shortfalls.

Investment Guidance

Let Abigail Y. Murray, CPA maximize your invest returns, while minimizing your risk, by tracking, reconciling, and accounting you investments. We’ll analyze your current financial picture and examine your goals to implement strategies that will help you to reach your objectives.

Tax Preparation

Don’t wait until the last moment to prepare for tax season. By working with you all year-round, tracking financial information, and maintaining appropriate documentation, this tax season might actually be nice. We’ll show you the tricks of the trade to help you budget effectively and we’ll be around to answer all of your questions as you plan ahead. Minimize your tax liability and look forward to a bigger return this year with our tax preparation services.

Tax Audit Preparation

Did you receive an IRS notice? Don’t worry. We can help you resolve any tax issues by becoming your liaison with the IRS. With effective communication, proper documentation, expert tax law knowledge, and detailed analysis of your personal finances, we’ll work together with you to get you through any rough patches. Don’t go through it alone.

Estate Planning

We know that family comes first, that’s why we offer estate planning services to make sure your loved ones are taken care of when you leave. We maximize estate assets while minimizing the costs of taxes, creditors, professional fees, lawyers, and other negative deductions that can have a negative effect on your gift to your family. You work hard, so we work harder to make sure your loved ones get what you leave for them.

Contact us today at (956) 800-5600 or email us at aymurray.cpa@gmail.com and we’ll make sure to find the best service for you.