McAllen CPA | Personal Financial Planning | ABIGAIL Y. MURRAY,CPA,LLC
(956) 800-5600 Hours : Mon - Fri : 9 AM - 6 PM aymurray.cpa@gmail.com

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.

We work hand in hand with individuals to meet any accounting needs they may have, be it personal financial planning, investment guidance, estate planning, or personal bookkeeping. As a full-service CPA firm, we are fully capable of helping you reach your financial goals.

If you’re looking for experienced and dependable McAllen CPAs, then look no further than Murray & Kirchner CPA, LLC.

Your financial well being is just as important to us as it is to you, that’s why we provide financial management and complete accounting plan strategizing that will work as the roadmap to financial freedom for you.

Personal Financial Services:

Bookkeeping

Personal bookkeeping is an excellent option for those looking to keep their financial goals in order. We start by understanding your short and long-term goals and help you organize your books and accounts to establish a process for tracking your income and expenses. Our certified public accountants in McAllen will help you make sound financial decisions to reduce your debt, improve your credit rating, and help you reach your financial goals.

Retirement Planning

Getting ready to retire can feel like as much – if not more – work than you’ve already done to earn your retirement in the first place. At Murray and Kirchner CPA, LLC, we can help you develop a unique retirement plan specially tailored to meet your needs and goals. We can help you determine a source of retirement income, help you invest wisely, and find ways to make ends meet during any shortfalls.

Investment Guidance

Murray and Kirchner CPA, LLC, can help you maximize your investments while minimizing risk by tracking and reconciling all your investments. Our team of McAllen CPAs can handle all of your accounting needs while analyzing your finances and goals in order to implement a plan to help you reach your objectives.

Virtual Chief Financial Officer Partnerships

Managing a business takes a lot of hard work and know-how, and our team at Murray and Kirchner CPA, LLC, respect your abilities. We partner with clients to plan out effective financial processes, maintain and report financial activities, and managing financial risk. We can handle payroll, interpret financial information, suggest ways to minimize expenditures, and find sources of cheap capital. We meet with our business partners on a monthly basis to guarantee their business’s financial success.

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 can go off perfectly without a worry. 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

Receiving an IRS notice in the mail can feel like the beginning of an epic struggle – but don’t worry. Murray and Kirchner CPA, LLC, can help you resolve any tax issues and work as a liaison between you and the IRS. With effective communication, proper documentation, expert tax law knowledge, and detailed analysis of your finances, we’ll work together with you to get you over any bumps in the road. Being audited can feel overwhelming, but you don’t need to face 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.