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 Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Knowing the rules may help you decide when to start benefits.
Understanding how a stock works is key to understanding your investments.
This checklist can give you a quick snapshot of how prepared you are.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What if instead of buying that vacation home, you invested the money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
The decision whether to buy or rent a home may have long-term implications.
In life it often happens that the answers to our most pressing questions are right in our own backyards.