Helping You Preserve Your Wealth and Assets

At SGA Certified Public Accountants & Consultants, we specialize in estate, trust, and tax matters. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.

We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.

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Comfort Letters and Third-Party Verification Requests

December 11, 2017

Mortgage brokers, lenders, health insurance providers, adoption agencies, regulators and several other third parties will often contact CPAs requesting written correspondence to verify client...

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Phone: 541.388.7888 • Fax: 541.388.0739
Email: cpa@sgabend.com