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
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Couples may be able to head off many of the problems in a marriage that money can cause.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A four-step framework for building a personal legacy.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
For women, retirement strategy is a long race. It’s helpful to know the route.
Savvy investors take the time to separate emotion from fact.
Peer-to-peer payment apps are one of the newest ways to send money.
You’ve made investments your whole life. Work with us to help make the most of them.
Even low inflation rates can pose a threat to investment returns.