Certified Public Accountants
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We are here to assist you with all of your tax and accounting needs including personal, business, estate, and other taxes. In addition we are able to assist you with investment services such as IRA's,and 401K/403B rollovers and investing, and individual accounts through our mutual fund products.
We hope that you find the answers to your tax and investing related questions at our website, but please contact us if you have further question.
Newsletters
-
Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
-
What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
-
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
-
Traditional or Roth Contributions? Think It Through for Future You
When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.