Oertli & Pleschourt

Oertli and Pleschourt, LLP is a dedicated team of certified public accountants committed to providing a comprehensive range of financial services tailored to the unique needs of individuals and businesses. We pride ourselves on a personalized approach, ensuring that every client receives the expert guidance and support they deserve. Our reputation is built on a foundation of professionalism, responsiveness, and unwavering dedication to quality.

Our Services: A Holistic Approach to Financial Well-being

We understand that financial matters are deeply personal and intricately woven into every aspect of life, whether you're an individual navigating financial milestones or a business owner striving for growth and success. Our wide-ranging service offerings are designed to address these diverse needs, covering all aspects of financial planning, accounting, and taxation.

For Individuals

We believe everyone deserves sound financial guidance, regardless of their circumstances. That's why we offer a comprehensive suite of personal financial services, including:

• Personal Financial Planning: This starts with a thorough understanding of your individual goals, risk tolerance, and financial situation. We work collaboratively with you to develop a personalized plan that encompasses budgeting, investment strategies, retirement planning, and estate considerations.
• Retirement Planning: Securing a comfortable retirement is a cornerstone of financial well-being. We guide you through various retirement planning options, including IRAs, 401(k)s, and other retirement saving vehicles. We analyze your current financial standing, project your future needs, and tailor a plan to help you achieve your retirement goals.
• Estate Planning: Protecting your loved ones and ensuring your wishes are honored after your passing is paramount. Our estate planning services encompass the creation of wills, trusts, and other estate planning documents designed to minimize taxes, protect assets, and provide for your family.
• Elder Care: As we age, our financial needs evolve. We assist seniors in navigating the complexities of elder care, including long-term care planning, Medicaid guidance, and financial management during retirement.
• Wealth Management: Our team of experienced financial advisors helps clients build and preserve wealth through a diversified investment portfolio tailored to their individual risk profile and financial objectives. We stay abreast of market trends and provide ongoing monitoring and adjustments to ensure your portfolio remains aligned with your goals.

For Businesses

We understand that the success of a business hinges on sound financial management. We provide a full spectrum of accounting, tax, and advisory services designed to help businesses thrive:

• Small Business Accounting: From bookkeeping and payroll to financial statement preparation, we provide efficient and accurate accounting services to streamline your business operations and improve financial visibility.
• Business Advisory Services: Our expert advisors offer strategic guidance on a wide range of business matters, including financial planning, operational efficiency, and risk management. We partner with you to identify growth opportunities, overcome challenges, and make informed business decisions.
• Financial Planning for Businesses: Just as individuals need a financial plan, businesses require a strategic blueprint for financial success. We work with you to establish realistic financial goals, develop sound financial policies, and create a plan to achieve sustainable growth.
• Succession Planning: Ensuring a smooth transition of ownership within a business is crucial for its long-term viability. We guide business owners through the complexities of succession planning, helping them to identify potential successors, develop transition strategies, and protect the legacy of their business.
• New Business Formation: Navigating the intricacies of starting a new business can be daunting. We provide comprehensive support, from choosing the right legal structure to setting up bookkeeping systems and understanding tax obligations.
• Non-Profit Organizations: We understand the unique financial challenges faced by non-profits. We offer dedicated services to assist non-profit organizations in managing their finances, ensuring compliance with regulations, and maximizing their impact.
• Tax Services: Our comprehensive tax services cover all aspects of business taxation, including:
• Tax Preparation for Businesses: Accurate and timely tax preparation is essential for avoiding penalties and maintaining financial health.
• Tax Planning: We work proactively to minimize your tax liability through strategic planning, identifying deductions, and optimizing your tax position.
• Estate & Trust Tax Services: We provide expertise in minimizing estate and trust tax burdens, ensuring that your assets are distributed according to your wishes.

Why Choose Oertli and Pleschourt, LLP?

At Oertli and Pleschourt, LLP, we go beyond simply providing financial services; we build lasting relationships with our clients based on trust, integrity, and a deep commitment to their success.

We believe in:

• Professionalism: Our team of highly qualified CPAs adheres to the highest ethical standards and industry best practices, ensuring that you receive the most reliable and accurate advice.
• Responsiveness: We understand that your time is valuable. We are dedicated to promptly addressing your inquiries, providing clear and concise communication, and working diligently to meet your deadlines.
• Quality: We are unwavering in our pursuit of excellence. We continuously invest in professional development and utilize the latest technology to deliver exceptional service and insightful solutions.