Tax and Financial Planning
A more holistic approach to tax, consulting, and financial planning
Skorheim & Associates is dedicated to providing a wide range of high quality tax, accounting, financial planning and business consulting services. We serve the accounting and tax needs of lawyers, law firms, Judges, businesses and their owners and executives. We provide “family CFO” services through which we act as an overall financial adviser to our valued clients. Personal and business financial matters are complicated. We apply a “holistic” approach to financial planning to ensure that our clients’ financial affairs are coordinated and consistent. We can assist with tax & estate planning, retirement planning, education funding strategies, risk management & insurance plans, family business consulting, valuation & exit planning.
Also, through our affiliated company Dorman Skorheim Wealth Management, LLC, we can harmonize your savings and investment portfolio with your other financial goals and objectives.