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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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.
It may help your business be better prepared in the event of the death of a principal or key employee.
When to start? Should I continue to work? How can I maximize my benefit?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Is your estate in order? This short quiz may help you assess your overall strategy.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Roth IRAs are tax advantaged in a different way from traditional IRAs.