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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.


Helpful Content

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Tax Management Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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