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 Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are five facts about Social Security that are important to keep in mind.
Beware of these traps that could upend your retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are a few things to consider when buying or leasing your next vehicle.
Estate conservation is too important to put off. Do you have a smart exit strategy?