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
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Emerging Market Opportunities
What are your options for investing in emerging markets?