Services

At Paxworth Capital, we provide comprehensive financial solutions designed to help individuals and businesses build, protect, and grow their wealth with confidence. Our team delivers personalized strategies that align your goals with smart financial decisions — today and for the future.Financial Planning

For Businesses

Empowering business owners to make strategic, tax-efficient, and growth-oriented financial choices.

Financial Planning & Strategy

• Customized business growth and financial roadmaps

• Cash flow management and profit optimization

• Risk assessment and insurance review

• Succession and exit planning

Tax Services

• Complete business tax preparation and filing

• Quarterly tax management and compliance

• Strategic tax planning to maximize deductions

• Entity structure guidance (LLC, S-Corp, C-Corp)

• IRS representation and audit assistance

Capital & Investment Advisory

• Access to funding and capital investment opportunities

• Portfolio management and performance monitoring

• Retirement plan setup for employees (401(k), SEP, SIMPLE IRA)

• Due diligence and valuation support for mergers and acquisitions

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For Individuals & Families

Helping you make confident financial decisions through clear guidance, tailored strategies, and ongoing education.

Financial Planning

• Personalized wealth-building strategies

• Retirement and long-term financial planning

• Education savings and college funding plans

• Estate and legacy planning for future generations

Tax Services

• Individual and family tax preparation

• Tax strategy and year-round planning

• Capital gains and investment income optimization

• IRS audit and correspondence support

Investment & Wealth Management

• Goal-based portfolio design and management

• Real estate and alternative investment consulting

• Sustainable and impact investing options

• One-on-one financial literacy coaching