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!
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
When you’re married and have children, insurance needs will be different.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here is a quick history of the Federal Reserve and an overview of what it does.
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
Why are 401(k) plans, annuities, and IRAs so popular?