Taxes

• Tax Planning
  Tax planning is the practice of analyzing multiple tax options to decide how you want to operate your business as well as your individual transactions to minimize or wipe out your tax liability.
• Charitable Giving
  Did you know that you can make charitable contributions as a business as well as donating as an individual? If not, you’ve been missing out on a great opportunity to get a tax deduction. Of course, if you use a professional CPA you’ve likely already been advised about the benefit of donating. But the tax break is only one aspect of donating.
• IRS Representation
  If you have been selected for an IRS audit, professional representation can set your mind at ease. We’ll take the lead in dealing with the tax authorities based on our familiarity with their procedures and our intimate knowledge of the tax code. We’ll make sure that you don’t get an unpleasant and unwarranted surprise at the end of the process.
• Tax Services
  Great tax management is keeping and receiving all the money you’re entitled to while meeting your legal obligations. Here are some common mistakes you don’t want to make.
• Roth IRA
  Investments in Roth IRAs are quite simple to understand despite what financial ads that run during major sporting events would lead you to believe.
• Tax Deductions
  Charitable giving not only supports those in need but also can provide financial benefits in the form of tax deductions. However, maximizing these benefits while staying compliant with IRS regulations requires careful planning and understanding.
• Income Tax
  If you’re a business or self-employed, you have to deal with estimated tax payments. These are used to pay alternative minimum tax, income tax and self-employment tax. Many people find estimated tax payments to be a nuisance, and they wonder if they are mandatory.

Investment

• Investment Management
• Mutual Funds
  Many mutual funds give you the choice of automatically reinvesting dividends and capital gain allocations back into the fund. This is an excellent option to acquire new shares and build your investments.

Accounting

• Accounting Services
  When you use our professional accounting services, you get more than a collection of records and reports. You get the benefit of our skills, experience, and expertise. We’re happy to invest the time to make sure that you understand and utilize all of the information we provide. Call us whenever you have a question or concern.
• Payroll Services
  We offer three payroll service options to meet the needs of different business owners and non-profit clients. All three services include...
• Bookkeeping Services

Planning

• Financial Planning
  When considering the purchase of a vehicle, the debate between opting for a new or used car is a significant one, impacting various aspects of your finances. Cars, second only to houses in terms of big-ticket purchases, demand careful financial planning and consideration of how they fit into your budget.
• Retirement Planning
  Most of us look forward to the day when we have the means to bid farewell to our current occupations and explore new horizons. We can help you create a plan to attain financial independence and enjoy a comfortable retirement. This plan will consider your financial needs, your projected assets and income sources, tax treatments, and strategies to address projected shortfalls.
• Annuities
  Annuities aren’t such a modern concept as you might think. Although many people are just now hearing about annuities, they’ve been around as far back as the Roman Empire. Citizens of Rome would make a lump sum payment into what they called an “annua” fund. They would then receive a payment each year until death.
• College Funding
  Whether higher education is right around the corner or years away, we’ll work with you to estimate the required resources, explore available options for funding, and develop a suitable savings plan.
• Reverse Mortgages
  Reverse Mortgages are usually marketed in an appealing way. This could lead to someone asking how is it possible to pay a mortgage in reverse?