Estate Planning
wealth management services
When you entrust the management of your assets to Rocca-Smith Finance Co., we will do everything in our power to make sure they are well cared for.
estate planning services
We help you manage your assets while eliminating the risk of taxes. Our compassionate staff will prepare all forms for federal and state gift, trust or estate tax returns as well so that they can provide expert service to meet our client's goals with peace-of mind about how much is being spent on their behalf every year.
Property
Estates
We have the experience you need. Whether it's local or federal taxes, Rocca-Smith Finance Co. can help with your valuable property needs.
Wealth Management
Trusts
We help you protect your assets and ensure they get to heirs. If a trust is something that interests or concerns you, contact Rocca-Smith Finance Co. today for more information on how we can be of service.
Gifts
Gift Taxes
The gift tax laws can be complicated, so you should consult with one our professionals anytime giving more than $15,000.
Other Services
Businesses trust us to give them a competitive edge
We are your one-stop shop for taxes, accounting and bookkeeping. Our knowledgeable team can quickly prepare any tax obligations you may have with ease.
- Financial Accounting - We're here to help you manage your assets and responsibilities.
- Business Consulting - We can set up a one-day consultation for our clients so they can get clarity about where their business stands.
- Legal Advice - We can set up a one-day consultation for our clients so they can get clarity about where their business stands.
- Tax Management - We're the one-stop shop for all your taxes, accounting and bookkeeping needs. We can quickly prepare any tax obligations you have.