Britz & Associates

At Britz & Associates we understand that financial services are about trust and personal relationships - that's why we focus on you. Whether you are concerned with personal or business finances, we are here to help you manage, grow and protect what you earn with a broad range of services from traditional tax and accounting services, to full financial and investment services. We offer a level of service that helps you make the right choices and be confident about the outcome of those choices. Because of our background as both Certified Public Accountants and as Certified Financial Professionals™, we can provide innovative solutions to the important, but often neglected, financial issues facing independent business owners, physicians, professionals, and high net worth individuals. Let us put our resources to work for you and help you keep more of what you earn. Taxes When it comes to taxes, why should you pay more than your fair share? We will not only prepare your individual, corporate or partnership tax returns, but we will offer guidance and tax planning throughout the year to keep your tax burden to a minimum. For businesses we can advise you on which type of legal structure is most advantageous to minimize not only your business taxes but also your individual taxes. We will integrate all facets of your business and individual financial position including your pension, fringe benefit packages and your personal investments into a comprehensive plan to help you keep more of what you earn. Accounting Success is rarely accidental - it takes diligence and planning to reach your goals. By providing timely reviewed and compiled financial statements, procedure reports, financial projections and forecasts we can not only show you where your business as been historically but also help you stay on course and grow in the future. Business Whether your business is big or small, Britz & Associates can help at all stages of your economic life. If you are a small business owner - or are thinking of becoming one - we can advise you about start up procedures and assist you in all aspects of your bookkeeping and accounting needs. We have also assisted some of the larger business in the area and nationally on micro economic and enterprise projects. Mr. Britz's fifteen plus years in leadership and CFO positions with multimillion dollar national companies gives him a unique perspective and experience not found at many other CPA firms in the area. Management Consulting We offer you an impartial viewpoint for important issues including: • Forecast and projections • Business mergers and acquisitions • Medical practice management • Bank financing • Real estate ventures • Internal control issues Financial Services/Investments Samuel Britz is one of only 8,000 financial professionals nationwide to be licensed as both a Certified Public Accountant and as a CERTIFIED FINANCIAL PLANNER™ (CFP®). This distinction means that when it comes to helping to plan your financial future, you can be assured that you will receive sound advice combined with some of the best financial resources to suit your needs and risk tolerance. As an Investment Adviser Representative of Equity Services, Inc. Member FINRA/SIPC, Sam can provide high quality independent investment and insurance advise to business owners, professionals, and high net worth individuals. Let Sam put his unique experience and resources to work for you. Retirement Plans The right retirement plan is one of the main financial vehicles that bridge a client's tax, business and individual financial goals. As a small business owner and particularly physician and professional practices, you can reduce the tax bite of your business and let those dollars go to work for you. A qualified retirement plan offers a number of benefits such as helping in attracting and retaining quality employees. In addition to the 'people reasons' to establish a retirement plan for your business, there are significant tax advantages. You can redirect some of those dollars going to Washington and put them to work for you. Therefore, the selection and implementation of the proper type of retirement plan is essential to meeting your financial objective. Through our association with National Retirement Plan Advisors, NRPA we can design and administrate any plan from a Simple IRA or 401(k) profit sharing plan to more complex comparability and age-weighted defined contribution plans to the ever increasing popular defined benefit and 412(e)(3) plans. Life Insurance Life insurance is more than a way to provide for loved ones after your death - it is a also a good way to manage risk, potentially save tax deferred and supplement your retirement goals. By understanding your concerns and needs, we can help you select the appropriate products and services that will achieve your personal and business needs.

Address: 319 Allegheny Street, Hollidaysburg, PA 16648, USA

Phone: +1 814 696 1100
FAX: +1 814 696 1178