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
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.