Wealth Management Services

Bradford County wealth management services

You may be surprised how much an individual can save when a Bradford County CPA firm like Richard M. Farley CPA prepares your income tax return. Richard M. Farley CPA provides personal attention to clients in all kinds of tax brackets, helping them preserve wealth and save money on taxes. We explore various opportunities for reducing your tax liability and make sure you never pay more than what you owe.

But our tax services for individuals go beyond preparing your tax return. Richard M. Farley CPA helps you protect the financial welfare of you and your family with personalized tax strategies for retirement planning, college savings, trusts and estate planning. Before we make any recommendations, we get to know the intricacies of your current financial situation and then formulate practical solutions that will help you reach your goals.

Having problems with the IRS? Richard M. Farley CPA can assist in filing your back taxes and work with the IRS on your behalf to negotiate a fair resolution to complex tax problems like liens, levies and wage garnishment. And our commitment to prompt, friendly service ensures that someone is always available to answer your questions when you call our office with immediate concerns. 

Wealth Management for High New Worth Individuals

We’re ready to answer your questions! Call us at 570-265-4993 to discuss our tax and financial planning services for clients throughout the Bradford County area. Request a free initial consultation to find out how one-on-one guidance from a qualified tax professional can help you plan for the future.

  • Tax preparation services - individual, multi-state
  • Personalized tax planning
  • IRS tax help
  • Personal financial statements
  • Retirement planning
  • Wealth accumulation
  • Budgets
  • Estate planning
  • Trusts and gifts