Imagine your accountant and financial planner, working in harmony. Just for you.
Does this sound familiar: "You might want to ask your financial advisor about that..." With most CPAs, coordination with their client's financial advisor is rare, at best. Taxes and accounting are a separate world beyond their immediate concern. All too often, you miss tax savings and other opportunities because of the disconnect between your financial planner and CPA.
At Rollins & Van Lear, we offer financial planning and accounting under one roof. Our sister firm, Rollins Financial, is a registered investment advisory (RIA) firm established with more than 25 years of experience with independent investment management services for individuals, small businesses and corporations nationwide.
Since our accountants work side-by-side with our financial planners, we can get answers quickly to complex tax questions—answers that can mean significant savings for you. Everyone is on one team—your team—coordinating your financial future.