Taxes

• Tax Planning
  1040 Tax Calculator, Estate Tax Planning, Flexible Spending Account (FSA) Calculator, Hourly Paycheck Calculator, Marginal Tax Rate Calculator, Net to Gross Paycheck Calculator, Payroll Deductions Calculator, Self-Employment Tax Calculator More...
• Estate Taxes
• IRS Representation
  During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
• Tax Services
  Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
• Roth IRA
  401(k) Calculator, 401(k) Spend It or Save It Calculator, 403(b) Savings Calculator, 457 Plan: Roth vs. Pre-tax, 457 Savings Calculator, Beneficiary Required Minimum Distributions, How Important is Social Security?, How long will my retirement savings last?, Individual 401(k) Contribution Comparison, Individual 401(k) Savings Calculator, IRA Spend It or Save It Calculator, Pension Plan Retirement Options, Required Minimum Distribution (RMD), Required Minimum Distribution (RMD) for Current Year, Retirement Account Contribution Accelerator, Retirement Income, Retirement Nestegg Calculator, Retirement Pension Planner, Retirement Planner, Roth 401(k) vs. Traditional 401(k), Roth 403(b) vs. Traditional 403(b), Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Roth vs. Traditional 401(k) and your Paycheck, Should you Borrow From a 401(k) or 403(b)?, 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 can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following...
• Payroll Services
  As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
• Cash Flow Analysis
  Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
• Bookkeeping Services

Planning

• Retirement Planning
  Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs...) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
• Asset Management
  Asset Allocation Calculator, Compare Investment Fees, Future Value Calculator, Investment Distributions, Investment Goal, Investment Loan, Investment Property Calculator, Investment Questionnaire - Broad Portfolio, Investment Questionnaire - Cash, Fixed Income and Equities, Investment Returns, Investment Savings and Distributions, Lump Sum Annual Return Calculator, Lump Sum Future Value Calculator, Lump Sum Present Value Calculator, Municipal Bond Tax Equivalent Yield, Personal Economic Recovery Calculator, Present Value Goal Calculator, Taxable vs. Tax Deferred vs. Tax Free Investment More...
• Asset Protection