Jodee Paape & Associates, LLC provides a variety of services tailored to meet individual client needs.  Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:    Individual & Business Taxes              - Prepare all required Federal and State returns              - Develop strategies to meet long-term needs              - Improve tax position and realize tax savings Estate & Trust Administration Tax Retirement Planning Representation Before Tax Authorities Small Business Accounting & Tax Compliance      ****Financial Planning*** January 2, 2010    Of all your outside advisors, your tax consultant traditionally has the greatest insight into your finances. It would seem logical then, that the one best suited in assisting you with financial services would be your CPA. Investment transactions can have severe tax consequences; too often these consequences are not realized until it is too late.   In the past, many of our clients have expressed an interest in or had questions regarding their financial investments. Beyond offering general advice, we were unable to make specific recommendations or implement any investment strategy.    That is why we at Jodee Paape & Associates, LLC are pleased to announce the creation of JP Advisors, LLC. With the creation of JP Advisors, LLC, we are now able to offer a complete line of financial services to meet your individual needs. Securities are offered through 1st Global Capital Corp., member FINRA & SIPC. In addition, investment advisory services are offered through 1st Global Advisors, Inc.   As a seasoned financial professional, I believe that I have a responsibility to my community to help people make smart financial decisions and avoid pitfalls. My mission is to provide service and guidance. I’m driven to provide truly objective advice – and if I don’t have the answer to a question, I can refer my clients to a specialist who does.   Few of us really have the time or inclination to sit down and tackle financial matters.   I am here to provide needed guidance – to help individuals and families tackle financial issues. Please feel free to contact me to discuss your concerns.   Very truly yours,       Jodee Paape, CPA/PFS