Financial planning

Plan for retirement, save for your kid's college expenses and protect your family with life insurance.

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Tax preparation

We prepare and file simple and complex individual and business income tax returns.

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We offer state-of-the-art payroll solutions with client web portal access to update employee information.

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How to Retire Happy

Some of us embrace it, others dread its approach, but few escape retirement. No matter how you feel about it, you need to take some steps to make sure you have the mental and monetary resources to make this next phase of life a happy one. Here are six key questions you need to ask yourself […]


Tax year 2015: what is new?

In 2015, various tax benefits increase due to inflation adjustment.  The Internal Revenue Service announced annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes. The tax items for tax year 2015 of greatest interest to most taxpayers include the following dollar amounts – The tax rate […]


10 Common tax mistakes

Given the constantly changing rules and new forms, it’s easy to make mistakes when filing taxes. Before submitting your documents to the IRS, make sure you’re not making these classic errors.


How to Save Money on your Taxes

When it is officially tax time – it is a time to look back over the previous year with an eye toward maximizing deductions and tax credits and lowering your tax burden. Popular deductions include mortgage interest, real estate taxes and student loan interest. And that’s just the beginning. Other options include tax credit for […]


IRS News

The Internal Revenue Service has announced the annual inflation adjustments for a number of provisions for the year 2015, including tax rate schedules, tax tables and cost-of-living adjustments for certain tax items. These are the applicable numbers for the tax year 2015 – in other words, effective January 1, 2015. They are NOT the numbers […]

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