Certified Public Accountants
Integrating tax knowledge and financial services gives us unique insight into your financial world and allows us to provide a customized approach to your financial goals.
For more than 40 years, we have helped our clients grow their businesses, manage their taxes, and pursue financial security. We are dedicated to helping you achieve your financial relationships for the long term.
We believe that success is best measured not just by your financial health, but by how confident your are about your financial future. To achieve this, we will meet with you periodically to review your financial situation to help meet your goals and objectives.
You will feel confident that our team will offer the guidance and support that is tailored to your specific situation.
Newsletters
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.