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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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This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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This calculator will help determine whether you should invest funds or pay down debt.

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Use this calculator to compare the future value of investments with different tax consequences.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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This calculator shows how inflation over the years has impacted purchasing power.

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Tax Management Strategies

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

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

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There are some smart strategies that may help you pursue your investment objectives

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There are some key concepts to understand when investing for retirement

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Should You Ever Retire?

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How does your ideal retirement differ from reality, and what can we do to better align the two?

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