Bangerter, Lund and Associates - Certified Public Accountants - Certified Public Accountants

Have you ever considered a personal financial statement?

Unlike businesses, individuals rarely maintain formal accounting systems or other historic records of what they own and what they owe.  Also, rarely do individuals prepare personal financial statements as a matter of routine.  Bangerter, Lund & Associates, Inc. can help high-net-worth and all other individuals who request a personal financial statement for reasons such as the following:

• Obtaining a loan
• Making a guarantee
• Various investment transactions
• Meeting a co-op board's financial requirements
• Developing an estate, retirement, or other financial plan
• Developing strategies for minimizing income taxes
• Identifying property under a divorce proceeding, or
• Running for public office

When a greater formality is required, users of personal financial statements may seek CPA involvement to provide an independent voice about the reliability of the information.  In this capacity, a CPA could audit, review, or merely issue a compilation report on personal financial statements depending on the level of assurance desired.