EXCEEDING EXPECTATIONS
Accounting & Tax Services, Inc. provides a wide variety of tax, accounting and planning services. As part of my commitment to my clients' financial health and welfare I have diversified my practice by combining tax planning with financial services. Most advisors don't have a tax background and fail to be aware of the tax consequences of their recommendations. As a CPA I am in the unique position of knowing your tax situation prior to offering recommendations. My first priority is to save you money and help you pursue your financial goals!
Helpful Content
U.S. Personal Savings Rate
What can be learned from the savings rate?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
View all articles 
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Rightsizing for Retirement
What does your home really cost?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?