Tax and Financial Planning

Haggerty & Bosch, LLP believes that every individual that walks in our office is looking for a very unique product; one completely tailored to their own goals, expectations and ultimately, to their own idea of the product.

At Haggerty & Bosch, LLP we take the time to understand what every individual is looking for in a financial plan. We help our clients to solidify their financial goals, improve their knowledge of their own financial position, and work with them to plan effectively to take the necessary steps to save on taxes.

We provide our small business clientele with these same services, using our expertise in business entity taxation to make recommendations to effectively manage their business finances, and save on taxes.

At Haggerty & Bosch, LLP we have worked extensively with both our small business and individual client base in creating and maintaining a budget. We have helped many of our clients realize significant savings through budget analysis.

We provide appointments for individual tax issues or planning questions.