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
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Rightsizing for Retirement
What does your home really cost?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.