Ted Ashton and Mary L. Reha
Arete Financial Services
The start of a new year is an ideal time for individuals and businesses to take stock of their financial wellness.
Goodyear-based Arete Financial Solutions provides individuals, families, and businesses with personal and corporate financial planning, accounting, tax preparation, and legal services, all under one umbrella.
“Having our advisers working under one roof offers our clients the highest level of efficiency, customer service, and success in achieving complete financial well-being,” said co-founder Mary L. Reha.
Formally named MLR, Arete Financial Solutions has the same team and same mission of striving for excellence, but now offers a one-stop shop for all their financial and legal needs.
Tax Services
April 15 will be here before you know it, but with Arete on your team, navigating the complex tax system is easy. The Arete tax professionals review your situation to create a custom tax plan. The team can prepare and file tax returns, provide audit assistance, offer IRS representation, and provide FIRPTA, FBAR, and OIC preparation and submissions.
The Arete team also has skilled small business and corporate tax professionals offering tax planning, preparation, submission, and consulting.
“Whether you’re a solopreneur or own a larger company, one of the costliest mistakes you can make is to not have a solid tax plan in place,” explained Reha. “A tax pro can help you make the smartest tax moves that will directly impact your bottom line.”
Accounting
The Arete accounting professionals have extensive experience providing accounting services for businesses of all sizes. Offerings include accounting services, financial reports, bookkeeping, payroll services, quarterly filings, annual filings, annual reports, sales tax services, and accounting for trusts.
Financial Planning
The Arete financial planning division works with individuals and businesses to create a path to financial success and security. No matter what your goals are, the team demystifies your financial future to create a clear-cut plan to achieve them.
Legal Services
The Arete legal department focuses on estate and trust planning services for individuals and families, as well as offering business and commercial legal services.
“It’s a misconception that only people of certain means need an estate plan,” said attorney Ted Ashton. “Everyone needs an estate strategy. Having a plan in place provides peace of mind, and can help reduce the likelihood of family strife, taxes, and potential costly litigation.”
While everyone should do a yearly review of their estate plans, certain life events like marriage, birth of a child, death of a spouse, home purchase, retirement, or disability, among others, trigger a need to revise plans.
The Arete legal team can assist businesses at all stages, from initial company setup, contract negotiations, and ongoing corporate legal assistance.
“Every business, regardless of size, needs an attorney they can trust on their team,” said Ashton.
If you’re looking to simplify and improve your personal or business financial well-being, the professionals at Arete Financial Solutions are ready to help. Arete strives for excellence, working with each client to achieve complete financial well-being. Learn more at www.aretefs.com or 623-505-7141.