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!
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What kind of auto insurance should you have? Do you know?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Second marriages are a trigger event to revisit any existing estate strategies.
For many, retirement includes contributing their time and talents to an organization in need.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are a few things to consider when buying or leasing your next vehicle.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.