Taxes

• Tax Planning
  Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
• 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
  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) Savings with Profit Sharing, 401(k) Spend It or Save It Calculator, 403(b) Savings Calculator, 457 Savings Calculator, 72(t) Calculator, 72(t) Distribution Impact, Beneficiary Required Minimum Distributions, Company Stock Distribution Analysis Calculator, How Important is Social Security?, Individual 401(k) Contribution Comparison, Individual 401(k) Savings Calculator, Pension Plan Retirement Options, Required Minimum Distribution (RMD), Required Minimum Distribution (RMD) for Current Year, Retirement Contribution Effects on Your Paycheck, Retirement Income, Retirement Nestegg Calculator, Retirement Pension Planner, Retirement Planner, Retirement Shortfall, RMD & Stretch IRA Calculator, Roth 401(k) vs. Traditional 401(k), Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Roth vs. Traditional 401(k) and your Paycheck, 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...
• Capital Gains Taxes
  If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
• Tax Return Preparation
• Business Tax Return Preparation

Investment

• Mutual Funds
  This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your 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. 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.
• Bookkeeping Services

Planning

• Retirement Planning
  Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
• Long Term Care
  Comprehensive Life Insurance Analysis, Disability Insurance, Fixed Annuity Calculator, Health Savings Account (HSA) Contribution Calculator, Health Savings Account (HSA) Goal Calculator, Health Savings Account (HSA) Savings Calculator, Health Savings Accounts (HSA) Employer Benefit, Human Life Value, Immediate Annuity Calculator, Life Insurance Calculator, Long Term Care Calculator, Variable Annuity Calculator More...
• Asset Management
  Annual Stock Option Grants, Asset Allocation Calculator, Compare Investment Fees, Future Contracts Calculator, Investment Distributions, Investment Goal, Investment Loan, Investment Returns, Investment Savings and Distributions, Municipal Bond Tax Equivalent Yield, Mutual Fund Expense Calculator, Stock Option Calculator, Taxable vs. Tax Deferred vs. Tax Free Investment More...