For years our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic personal & corporate tax management and accounting services to more in-depth services such as bookkeeping, financial statements & IRS representation. We can also help with retirement planning, investing, as well as college planning while providing ongoing financial guidance and support to our clients. We can set up and manage IRA's, 529 plans or transfer inactive 401k plans into a portfolio that's managed consistently with your retirement goals.
Deana M. McGovern, CPA
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
A look inside the U.S. government's statistics on household net worth.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
A four-step framework for building a personal legacy.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Women must be ready to spend, on average, more years in retirement than men.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are a few things to consider when buying or leasing your next vehicle.
Here’s a crash course on saving for college.