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.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The uncertainties we face in retirement can erode our sense of confidence.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
That big list of dreams and goals isn't the only way to look at your bucket list.
A special needs trust helps care for a special needs child when you’re gone.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When do you need a will? The answer is easy: Right Now.