FSP and Associates, L.L.C. (FSP) provides experienced portfolio management, financial and estate planning, tax and accounting services specifically tailored to its clients’ needs. At FSP we believe to succeed in business we must develop long term professional relationships with our clients based upon trust in our business principles, confidence in our services and faith in our judgment and expertise. We believe that our success has always depended upon our ability to provide personalized services to our clients by placing their needs first. We will continue to build our business based upon this principle of personal service and our continued attention to detail with close client contact.
FSP has developed a reputation for excellence, responsiveness and creativity with its clients since its founding in 1972. W. Thomas Curtis, EA, CFP® as the principal of FSP provides personalized services to FSP’s clients with the goal of saving them both time and money. Our philosophy in preparing tax returns for our clients is to examine their financial information very carefully to determine if there are deductible items they may have forgotten to tell us about. We also keep clients informed of changes in the tax code as they become law in an effort to help them avoid the cost and time of audits of their tax returns.
In the area of financial planning, with the active involvement of the client, a team of skilled professional associates analyzes the client’s needs, discusses possible solution scenarios, and recommends necessary implementation steps. In addition, FSP may work with parents and/or children of clients to coordinate upstream and downstream inheritances that may impact upon a client’s planning.
FSP is a fee for service firm. Clients range from newly formed young families to high net worth individuals—with many clients engaged in various professional occupations.
| Available Specialties | Request More Quote |
|---|---|
| Personal Taxes | Request Quote » |
| Gift and Estate Taxation | Request Quote » |
