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

EXCEEDING EXPECTATIONS

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 Goals

How much do you need to save each year to meet your long-term financial goals?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

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