IndividuAL AND FAMILIES

Tax Preparation & Planning

Filing a tax return can be confusing and daunting, but it has to be done every year. Did you know according to the US Government's General Accounting Offices 77% of 71 million taxpayers in America believed they benefitted from using a professional tax preparer? The study further stated that 87% of taxpayers would use a professional tax preparer in the future.

Give yourself a break and let B&T ERIE, LLC help.

Personal Financial Consulting

Don't let the lack of finances keep you in the red or prevent you from reaching your dream. We work with individuals and families to develop strategy to pay off debt , build credit, and make smarter choices with their money.

Why hire a financial consultant

Financial Consulting

Service List

These services are typically tailored to an individual’s and/or family's unique financial situation and goals, helping them make informed decisions and work toward achieving financial security and success.

Financial Goal Setting:

Helping clients set short-term and long-term financial goals.
Creating actionable plans to meet objectives such as buying a home, saving for a child’s education, or building wealth.

Cash Flow and Budgeting:

Analyzing current income and expenses.
Setting up a budgeting system to help individuals save and control spending.
Reviewing and improving cash flow for better financial stability.

Debt Management:

Helping individuals assess and manage personal debt (credit cards, loans, mortgages).
Advising on strategies to pay down debt and improve credit scores.
Debt consolidation or refinancing guidance.

Tax Planning and Preparation:

Providing strategies to minimize tax liabilities.
Filing income taxes and advising on tax-saving opportunities (deductions, credits, etc.).
Assisting with estate and inheritance tax planning.

Business Ownership and Succession Planning:

Advising entrepreneurs on managing finances related to starting or owning a business.
Planning for business succession, including the transition of ownership or leadership.

Behavioral Finance Consulting:

Addressing emotional factors in financial decision-making.
Helping clients avoid common psychological biases and mistakes in their financial choices.

Financial Coaching and Education:

Providing one-on-one coaching on personal finance topics.
Offering workshops or seminars on budgeting, investing, and managing debt.