Worry-free financial planning, insurance and tax services.

DeBenedetti & Co.

"Accountants with Personality"

Our personal financial services portfolio includes:

Tax preparation and planning (all 50 states). We typically help those with businesses, rental properties or complicated investment transactions. If you do not have such activities our services may not be worth the cost to you.

Estate and trust planning. Even if your estate is not worth more than the current estate tax exemption amount, you may still want to direct how your assets are used and/or distributed upon your death or incapacitation.

Insurance services. We offer auto, home, health, life, disability and long-term care for all individuals in several states through in-house insurance professionals.

Retirement and financial planning. We partner with experts at Nova Financial Services to provide a comprehensive approach to your financial future.

Like-kind exchange consulting. Selling property at a large gain and reinvesting the proceeds in similar property can potentially defer the tax due on the gain.

Litigation support. In relation to a divorce or certain other legal issues.