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
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Understanding how a stock works is key to understanding your investments.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The market is as unpredictable as the weather. We’d love to help you prepare.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.