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Certified Public Accountants

Accounting & Audit

Tax Planning & Preparation

Business Valuations

Whether your interest is in borrowing, buying or selling, we perform analyses to determine business valuations for a variety of tax, financial reporting and other business applications. We also provide corporate advisory services to business owners and their representatives.

Financial Planning Services

You earned it. You should keep it. Our estate planning professionals will guide you through growing your assets while building income based on your current needs and future expectations.

Accounting & Audit Services

You need reliable information to make confident decisions. Trust us to provide accurate information on a timely basis with our complete range of accounting, auditing, and business advisory services.

Tax Preparation for Individuals & Businesses

Personal and business taxes prepared, reviewed and filed. We’ll also provide tax planning so you pay the least amount of tax.

Business Valuations

Financial Planning

Important Tax Changes that May Affect You

Make a deductible IRA contribution for 2018. It’s not too late!

You still have time to make your 2018 traditional and Roth IRA contributions. The deadline for most taxpayers is April 15, 2019. If you qualify, deductible contributions to traditional IRAs can lower your 2018 tax bill. Even nondeductible contributions can be beneficial because of tax-deferred growth. The 2018 contribution limit is $5,500 (plus $1,000 for […]

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Still working after age 70½? You may not have to begin 401(k) withdrawals

If you participate in a qualified retirement plan, such as a 401(k), you must generally begin taking required minimum distributions (RMDs) no later than April 1 of the year after which you turn age 70½. The penalty for withdrawing less than the RMD is 50% of the portion that should have been withdrawn but wasn’t. […]

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How to get (tax) credit for your home’s green energy upgrades.

Installing renewable energy systems in your primary or other residence? You may be eligible for a valuable tax break. if your home improvements qualify, the Nonbusiness Energy Tax Credit can reduce your federal tax bill, dollar-for-dollar, by a percentage of your energy equipment and labor costs. About the Author Latest Posts Contact AuthorAbout James B. […]

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Stretch your college student’s spending money with the dependent tax credit

If you’re the parent of a child age 17 to 23, and you pay all (or most) of his or her expenses, you may be surprised to learn you’re not eligible for the child tax credit. But there’s a $500 dependent tax credit that may be available to you. That can provide some extra spending […]

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