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!
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are common mistakes you can avoid when saving for retirement.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here’s a quick guide to checking to see if you have unclaimed money.
Understanding the cycle of investing may help you avoid easy pitfalls.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Pundits say a lot of things about the markets. Let's see if you can keep up.