College Planning

When can I file my 2015 individual taxes?

You have been receiving various tax documents over the past several weeks, W-2’s, mortgage interest statements, 1099’s from banks, etc.  Can I file now? Trying to file your 2015 tax return too early can lead to mistakes.  Brokerage companies will not be sending their consolidated brokerage statements until February 15th.  Many of these statements will have […]

Have Questions? We’re Here All Year!

Many clients see their CPAs at tax time, when the main focus is on completing and filing their tax return. As a result, they may not take the opportunity to ask questions about long-term tax planning or about other important financial concerns. The good news is that we are available to you all year. We […]

Tax Planning – We’re here all year!

Tax planning should be an important of your financial decision making throughout the year, not just at tax time. Please do not hesitate to contact us if you have any questions regarding your planning decisions. We can help with retirement planning, business consulting, college savings plans and so much more. All of these choices can […]

Saving for College

Happy Monday!! Saving for your children’s education requires a long-term plan; like saving for retirement, the earlier you start your plan the better. Use this calculator to help develop or fine-tune your education savings plan. Go back to our website

Making those important decisions

Did you know that our firm also provides individual and business consulting services? We can help you make the important decisions such as buying/selling a business, planning for retirement, estate planning, etc. For a more comprehensive list of our services, please visit our website

Higher Education at a Higher Cost

We are all aware that the cost of college tuition is increasing more with each passing year. Unfortunately for many families, rising costs leads to rising student debt. The good news is that there are numerous programs available to assist families in saving for college. The added bonus is that many of these plans carry […]