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
Around the country, attitudes about retirement are shifting.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The tax rules that govern donating art are complex and confusing. Take a closer look.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Try these activities to keep your brain sharp.
A few strategies that may help you prepare for the cost of higher education.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
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.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Even low inflation rates can pose a threat to investment returns.
Investors seeking world investments can choose between global and international funds. What's the difference?
With alternative investments, it’s critical to sort through the complexity.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are a few things to consider when buying or leasing your next vehicle.
Taking your Social Security benefits at the right time may help maximize your benefit.