At Purk & Associates, we provide individual accounting and tax services to help you achieve more financial success. Our services encompass all aspects of your individual financial needs, ranging from tax preparation and retirement planning, to estate and trust services, and insurance. If you pay your taxes via a W-2, operate as a sole proprietorship, are self-employed or have multiple investments, we will help keep you on track and work with you to manage all the matters that impact your financial future.
Contact Purk & Associates at 314.884.4000 to learn how we can partner together to help you achieve more by managing your tax and personal financial needs.
Services offered include:
- Tax Compliance and Planning
- Estate and Trust Services
- Wealth Management
- Family Office
Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
FROM OUR BLOGS
SERVICES PROVIDED FOR INDIVIDUALS
TAX COMPLIANCE, PLANNING, AND STRATEGY
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