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.
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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Here are 4 great, and sometimes unexpected, places to raise a family.
For many, retirement includes contributing their time and talents to an organization in need.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Retirees traveling abroad need to know that their health insurance travels with them.
Marriage changes everything, including your insurance needs.
Even if you’re young and single, you should still consider protecting yourself.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.