Certified Public Accountants
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We are here to assist you with all of your tax and accounting needs including personal, business, estate, and other taxes. In addition we are able to assist you with investment services such as IRA's,and 401K/403B rollovers and investing, and individual accounts through our mutual fund products.
We hope that you find the answers to your tax and investing related questions at our website, but please contact us if you have further question.
Newsletters
-
If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
-
How to Correct an Error on Your Credit Report
Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.
-
Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
-
Adjusting Your Tax Withholding
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.