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Tax Preparation Service and Audit Representation

Experienced and knowledgable, our friendly agents are ready to speak with you today. We are a proven industry leader and provide year-round tax preparation services for individuals and businesses alike.

Should you be audited by the IRS or State, don't worry. Mr. Tax provides professional audit assistance and will go with you to your audit hearing as your representative or in your place.


Retirement and Investment Planning

Turn to us when you are beginning a family, planning a child's college education, facing retirement, or just want to better understand certain investment ideas. With extensive knowledge of Financial Markets, Wealth Management, and Retirement & Pension Planning, our first priority is helping you take care of yourself, your family and your business.

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We want to grow long-term relationships that encourage open and honest communication, and we want to help you secure a strong financial future.

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Small Business Bookkeeping and Payroll Services

Mr. Tax knows proper bookkeeping practices are important to the operation and survival of any business.

Because of this, we offer two bookkeeping choices that business owners have grown to love and trust, QuickBooks Desktop and Cloud-based QuickBooks online.

Our bookkeepers are certified cloud-based Quickbooks Pro-Advisors.

Whether you want to participate in the bookkeeping process, or leave the bookkeeping to us, rest assured, we've got you covered.


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A Look at Whole Life Insurance

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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This questionnaire will help determine your tolerance for investment risk.

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Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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There are some key concepts to understand when investing for retirement

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Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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It's easy to let investments accumulate like old receipts in a junk drawer.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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