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
  Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.
• 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
  An Indiana taxpayer did have to add-back certain out-of-state gambling payments when filing its corporate income tax return. The taxpayer was a Pennsylvania company that operated a casino in Indiana t...
• 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
  We look forward to having you visit us at our new office.  If you would like to schedule an appointment, please call us to set up a meeting.  We are grateful to you for giving us the opportunity to provide you with accounting services, and for your loyalty and friendship.
• 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

• Financial Planning
  A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
• Retirement Planning
  Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
• 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...
• Asset Protection