Accounting & Tax Services, Inc. - Jennifer Rau, CPA, EA

EXCEEDING EXPECTATIONS

JR Financial Group, formerly Accounting & Tax Services, Inc., provides a wide variety of tax, accounting and planning services. As part of my committment 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! 
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Disability Income Insurance

How much Disability Income Insurance do you need?

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Newsletters

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

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