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
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The recent market drop is an important reminder of why it's important to take a long-term view.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to make sure your retirement strategy anticipates health-care expenses.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Six overlooked tax deductions to help manage your tax bill.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
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.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
With alternative investments, it’s critical to sort through the complexity.
Here’s a quick guide to checking to see if you have unclaimed money.