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!
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Building wealth requires protection from the forces of wealth destruction.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A four-step framework for building a personal legacy.
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When do you need a will? The answer is easy: Right Now.
All about how missing the best market days (or the worst!) might affect your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In life it often happens that the answers to our most pressing questions are right in our own backyards.