Nadler Accountancy Corporation
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I exist to provide accurate plans and tax returns giving you more money to save or spend. When death occurs I assist resolving sensitive administrative and financial matters. Because my firm is relatively small, my clients benefit by getting personalized, quality service that is beyond comparison. Below I have listed the services that I offer to my clients:

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  		• Planning Transfer of Wealth During Life or Death
  		• Churches and Non-Profit Organizations
  		• Accounting Services
  		• Tax Planning
  		• Estate Planning
  		• Financial Planning
  		• Investment Review   
    Planning Transfer of Wealth During Life or Death
    Cost efficient ways to transfer wealth to the next generation that also meets your current needs are explored with you.

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    Churches and Non-Profit Organizations
    I had the privilege of writing Chapter 14 - Churches in the the third edition of Prentice Hall's "Portfolio of Accounting Systems for Small and Medium-Sized Businesses"

    I am available for consultation on church and non profit organization accounting systems.

    Setting the pastor's salary and related fringe benefits plus all other tax matters will enable your organization to function more efficiently with contented staff.

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    Accounting Services
    Conservative investors, senior citizens, surviving spouses, and estate beneficiaries will benefit from the services I provide.

    I will work with your attorney or consult with my attorney to resolve legal issues that may be present in your situation.

    I use Probate Software's accounting program to record all activities for trusts or estates that fully complies with the new Uniform Principal and Income Act.

    Transferring the compiled information into the estate tax and fiduciary income tax programs appropriate tax returns can and are prepared with minimal extra work and cost.

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    Tax Planning
    Your financial needs form the foundation for all tax planning services. My motto is "Increased Profits, Reduced Taxes".

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    Estate Planning
    Proper planning enables you to provide quiet existance under current tax laws and provide for greater wealth being transferred to your beneficiaries.

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    Financial Planning
    Increased wealth does not happen: plans will make increased wealth a reality. All plans are kept simple. If you do not understand an item do not invest in that item.

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    Investment Review
    I am an Registered Investment Advisor that has chosen to practice as a fee only planner.

    In reviewing investments I can give SPECIFIC recommendations.

    For equity investments using no load mutual funds my target is 13% average rate of return for five years with funds that have an Morningstar four or five star rating.

    If a fund drops below 10% average rate of return for three years then consideration is given replacing that fund.

    Choose funds carefully then ignore the daily activity in the various stock indexes. Once a year review the funds to see if they are still meeting your guidelines.

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