Taxes

• Tax Planning
  1040 Tax Calculator, Estate Tax Planning, Marginal Tax Rate Calculator, Payroll Deductions Calculator, U.S. 1040EZ Tax Form Calculator More...
• Estate Taxes
• Tax Services
  Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
• Roth IRA
  401(k) Calculator, 401(k) Spend It or Save It Calculator, 403(b) Savings Calculator, 72(t) Calculator, Beneficiary Required Minimum Distributions, How Important is Social Security?, Pension Plan Retirement Options, Required Minimum Distribution (RMD), Retirement Income, Retirement Pension Planner, Retirement Planner, Retirement Planner with Retirement Earnings, Retirement Shortfall, Roth 401(k) vs. Traditional 401(k), Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator More...
• Income Tax
  The IRS has announced the federal income tax treatment of certain lead service line replacement programs for residential property owners. It is required by the federal and many state governmen...
• Tax Return Preparation
• Business Tax Return Preparation

Investment

• Bonds

Accounting

• Accounting Services
  Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Our firm provides a full range of cost effective accounting services including the following...
• Payroll Services
• Bookkeeping Services

Planning

• Retirement Planning
• Long Term Care
  Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
• Asset Management
  Annual Stock Option Grants, Asset Allocation Calculator, Future Contracts Calculator, Investment Loan, Investment Returns, Municipal Bond Tax Equivalent Yield, Stock Option Calculator More...