Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.
You can:
Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
Stay Alert to tax and accounting news by reviewing the client newsletter.
Review Tax and Financial Topics of Interest in the Additional Pages section of our site
Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.
Personal assistance you deserve
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Learn MoreTax returns and filing instructions have been prepared for 1000's of individual clients each year.
Learn MoreThis month's newsletter outlines Social Security’s cost-of-living adjustment for 2024, plus some basic information on how Social Security works. And there is still time to take action to reduce this year's tax bill. Please review the tax planning articles to bring some ideas top of mind for yourself and your business.With the holidays approaching now is a great time to review five great money saving tips plus there is a great article for anyone considering the use of bartering.Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have. Read more
Powerful. Always right. Intimidating.These are some of the descriptions used to describe our nation's tax collection agency, the IRS. But believe it or not, the IRS is wrong more often than you think.In this month's newsletter, read about several recent tax court cases, including one where the IRS was stopped by a judge from issuing an additional $420,000 in taxes and $84,000 in penalties.Also find out why a letter you may receive from the IRS doesn't always have accurate information, along with some tips on how to respond.In addition, there are 5 great money ideas and ways you can protect your personal information from being collected and used by companies.As always, please pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns. Read more
With interest rates continuing to increase, what could be better than making a purchase with 0% interest? In reality, financing a purchase with a 0% interest rate may be more trouble than it’s worth, as we explain in this month’s newsletter.Also discover the hidden tax benefits of owning a home, how students and teachers can sharpen their AI toolkit for the upcoming school year, and where you can find a savings account with a great interest rate.As always, please pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns. Read more
This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel.
In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.
While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.
Reproduction of part or all of the contents on this site in any form is prohibited other than for individual use only and it may not be shared with any third party. All content on this site is copyright protected and/or trademarked as appropriate and may not be copied, duplicated or altered in any way...
© . All Rights Reserved.