The Weaver Company CPA provides successful individuals like you with reliable and independent direction and advice for reaching your personal financial objectives. As your personal chief financial advisor, count on us to provide unbiased and objective support when you are faced with tax and financial decisions required to grow, maintain and enjoy wealth. Your best interests are first and foremost when we coordinate with your registered investment advisors, certified financial planners and other members of your financial team because we are your advocate.

Services for Successful Individuals

We will guide you through personal financial planning decisions that can seem incomprehensible. We will collaborate with your current specialists, or if your financial advisory team is not complete we can provide access to like-minded associates who offer these services. Turning your goals for tomorrow into reality today is our priority with advisory services such as:

  • Personal financial statements
  • Monitoring and interpreting investment performance
  • Cash flow management
  • Establishment and funding the appropriate retirement plan
  • Coordinating and interpreting the recommendations of other advisors
  • Tax planning for transactions, such as property or business purchases and sales
  • Personal accounting services
  • 1031 exchange consulting
  • US and multi-state tax planning and tax preparation
  • Long-range tax planning

Successful Individuals Served

Successful individuals have been the beneficiaries of real results from our advice on crucial planning opportunities and tax and financial matters for many years. Some of the successful individuals that discovered the value in our services include:

  • Attorneys (lawyers)
  • Business and government consultants
  • Certified Public Accountants (CPAs)
  • Investors
  • Medical professionals including doctors, dentists, physical therapists and family counselors
  • Musicians
  • Real estate investors and developers
  • Software developers and engineers
  • Business executives and owners