Wealth & Legacy Planning
Building and preserving wealth requires careful planning, informed choices, and a clear vision for the future. Our Wealth & Legacy Planning services are focused on helping you protect what you’ve earned and create a lasting impact for generations to come. From retirement strategies and investment planning to estate and succession guidance, we work closely with you to align your financial goals with your personal values. With a thoughtful, holistic approach, we help you navigate complex financial decisions and ensure that your legacy reflects the life you’ve built and the future you envision.
Elder Planning
Assist individuals and families with managing financial and healthcare needs, ensuring a secure and well-organized retirement and long-term care plan.
Estate Planning
Our Estate Planning services are designed to help individuals and families protect their assets, minimize taxes, and ensure their legacy is passed on according to their wishes.
Family Office
Comprehensive wealth management, estate planning, and tax strategies, helping families preserve and grow their wealth across generations.
Parr & Ibarra CPA and their team are exceptional. Before working with them, I struggled with my personal taxes due to the complexity of being a freelancer. I had several years of unfiled returns and was receiving numerous letters from the IRS—I feared the worst. Thanks to their expertise and guidance, I was able to get everything filed properly, catch up on my obligations, and get back in good standing. Their knowledge is unmatched, and their communication throughout the process was outstanding. I highly recommend their office to anyone in need of reliable, professional CPA services
I had met the team initially for my business filings, they were courteous, patient, and walked me through a process of getting the best plan for my business needs. I liked them so much, I moved my personal filings and tax planning to their offices as well. If you are looking for a well rounded corner to corner approach, Parr & Ibarra are best in the business!
I am incredibly grateful for the exceptional tax advice I received from Parr & Ibarra CPA. Their team took the time to thoroughly review my financial situation and expertly advised me on a variety of tax benefits I could leverage to significantly lower my tax liability. They were not only knowledgeable but also proactive in identifying opportunities I had overlooked, ensuring I took full advantage of every deduction and credit available to me. Thanks to their expert guidance, I was able to maximize my savings while ensuring everything was done in full compliance. Their attention to detail and commitment to helping clients save money truly sets them apart, and I’ll definitely turn to them for all my future finance needs.
I wanted to share how much we appreciate Parr & Ibarra. They have been handling our CPA needs for about five years now, and they consistently make the entire process easy for us. We're also grateful for their constant availability to answer any questions we have.
We are truly thankful to have them as our CPA, and they are a great company to work with.
