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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
At what point can you call a personal vehicle commercial?
Five strategies for managing your student debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Making the most of surprises is a great reason to work with us.
2018 could be shaping up to be an interesting year.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn how to harness the power of compound interest for your investments.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?