Mettler CPA PLLC

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Mettler CPA PLLC

Mettler CPA PLLCMettler CPA PLLCMettler CPA PLLC
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Tax planning & Tax Preparation

Personal Representative (Executor) for Estate

Tax planning & Tax Preparation

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  • Tax Preparation for individuals
  • Tax Planning to minimize lifetime taxes for middle class
  • Estimate your retirement tax bracket
  • Help implement tax efficient investing to increase return
  • Help with tax-qualified accts: HSA, IRA, and 401(k)

Financial Power of Attorney

Personal Representative (Executor) for Estate

Tax planning & Tax Preparation

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  • Pay bills/set up auto payment
  • Balance the checkbook
  • Record keeping
  • Watch accounts for fraud and unusual spending
  • Verify cash balances are sufficient to meet needs
  • Set up auto deposits/transfers
  • Generate an income stream from investments
  • Manage investments or work with your financial advisor

Personal Representative (Executor) for Estate

Personal Representative (Executor) for Estate

Financial Advice - checkups - retirement planning

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  • Establish personal relationship w/you and family prior to death
  • Locate, sell, and distribute assets per will
  • Help family understand tax implications of inherited assets
  • Know you well enough to carry out your wishes.

Financial Advice - checkups - retirement planning

Financial Advice - checkups - retirement planning

Financial Advice - checkups - retirement planning

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  • Develop budget to estimate cash/income needs
  • Analyze income, expenses, assets, debt 
  • Evaluate investment choices and asset allocation
  • Review tax situation and recommend action to minimize lifetime tax
  • Reviewing Roth vs Trad IRA decisions based on current situation
  • Recommend allowable withdrawals per month to minimize risk of outliving assets
  • Estimate retirement tax bracket

Elder specific issues

Financial Advice - checkups - retirement planning

Financial advice in time of death or divorce

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  • Facilitate discussions between elderly parents and adult children regarding finances.
  • Social Security claiming advice/tax implications
  • Traditional IRA/401k required minimum distributions and tax implications
  • Documenting assets for use in case of incapacity or death


Financial advice in time of death or divorce

Financial Advice - checkups - retirement planning

Financial advice in time of death or divorce

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  • Help you identify/locate assets
  • Evaluate current income/ expenses and spending levels
  • Advice on inherited IRA's
  • Provide understanding on current and future tax bracket
  • Help understand cost basis of assets inherited or received in divorce
  • Tax planning for year of and years after the event
  • Provide advice on investments and help simplify finances

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