Neuman + Associates

At Neuman + Associates, we believe your financial health is more than just the balance in your checking account. We work with you to ensure every aspect of your financial world is in order.

Our professionals are dedicated to bringing you the very best support and execution of:

• Tax planning and preparation;
• Financial statement preparation and/or review;
• Analysis and payment of bills;
• Billing and collection of receivables;
• Coordination of investments and cash management;

Establishment of retirement plans, oversight of plan assets, and government filing requirements;

Assistance with the purchase and/or sale of significant assets (such as real estate, automobiles, and equipment), including purchase or sale, negotiation, and financing;

• Coordination and implementation of your estate plan, including trust management;
• Coordination and monitoring of property and casualty insurance;
• Analysis, billing, and collection of medical insurance claims;

Monitoring and coordination of various corporate and government compliance requirements.