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
-
Year-End 2024 Tax Tips
Here are some things to consider when weighing potential tax moves before the end of the year.
-
HOT TOPIC: Tariffs Drive Market Volatility
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
-
Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
-
HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Lease Payment
How much would your monthly lease payment be?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.