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!
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Protect yourself against the damage that your homeowners policy doesn’t cover.
It may help your business be better prepared in the event of the death of a principal or key employee.
One way to find money is to examine your current spending habits and eliminate money wasters.
Four vacation destinations you might never have thought of.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are a few things to consider when buying or leasing your next vehicle.
How will you weather the ups and downs of the business cycle?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Why are 401(k) plans, annuities, and IRAs so popular?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.