Services

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Experience Counts
Johnny Veselka
Steve Awalt
Charles Weller
Gary Trochta
Lien Le
Mark Schaaf
Bob McDonald
Kevin Lovins
Jason Sanders
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High Net Worth

Building Your Financial Future

You have achieved success by building your business, and you have developed a solid family foundation. As you face a new world of investment choices and wealth planning issues, we can help you navigate the forest, optimize your tax savings, preserve and build your capital, and enhance your financial future.

Why Briggs & Veselka?

The professionals in our High Net Worth / Trusts and Estates group have specialized training and years of experience in helping clients to focus on their financial dreams, set realistic goals, and select the strategies that are appropriate to each client’s situation.  As CPAs, we are independent advisors who focus on what is best for your family.

We take the time to understand your needs.

At Briggs & Veselka we have a dozen dedicated professionals who work on a daily basis with our high net worth clients. We know that each of you have unique situations and we work with you to provide a range of services that suit your specific needs. In addition, we partner with professionals in other service areas to provide you with a powerful advisory team. Our niche approach and the depth of our knowledge in individual, trust, estate and gift tax distinguishes us from other CPA firms in the city.   We can also perform the compliance tasks that arise from the planning choices you make: income tax returns for you, family members,  your trusts and business entities; gift tax returns to report wealth transfers during your lifetime; and, ultimately, an orderly estate administration including an estate tax return if required upon your death.

We know our business.

We understand that your needs are far greater than the preparation of tax returns.  Our goal is to anticipate those needs and offer you the tools to meet them.

Our experienced staff members have diverse backgrounds and include individuals with professional designations such as Certified Exit Planning Advisors and Certified Fraud Examiner.  Our membership in BKR International provides us a direct link to other CPAs and business advisors at 135 firms located in 70 countries world-wide to serve you.

Building your future.

Selecting a personal tax advisor is one of the most important decisions you will ever make to better manage your family’s financial future.  Please take a look at our services, and let us know how we can help.  We’ll be happy to sit down with you and identify the best strategies to meet your needs and help you reach your goals.

Our Services

  • Business Succession Planning
  • Community Property Divisions
  • Eldercare Planning
  • Estate Tax Planning
  • Expert Witness Reports
  • Family Gift Planning
  • Family Office Administration
  • Income Tax Projections
    •  Businesses
    • Individuals
    • Estates & Trusts
  • Tax and Financial Planning
    • Retirement Planning
    • Education Savings
    • Charitable Giving Strategies
    • Insurance Needs Evaluation
  • Tax Return Preparation (Federal & State)
    • Corporations (C Corp and S Corp)
    • Partnerships and LLCs
    • Individuals
    • Estates & Trusts
    • Gifts
    • Not-for-profit Organization

 

For more information, contact Steve Awalt at SAwalt@bvccpa.com or 713.667.9147.

 

Johnny Veselka

Steve Awalt

Charles Weller

Gary Trochta

Lien Le

Mark Schaaf

Bob McDonald

Kevin Lovins

Jason Sanders