Serving individuals and small business owners in the greater Berks County area. We bring over 30 years of experience to individuals and small businesses who want to use all legal means to pay the least amount of taxes, avoid tax notices and surprises, improve profitability, or simply want more time to run their business and enjoy their families.
You need the right financial data and services.We can provide you with the tax preparation services, bookkeeping services, and payroll services (both live payroll and after-the-fact quarterly filing) you need most. We want to be part of your success. Count on us to listen, give you top priority and respond promptly with services specifically suited to you or your company.
If you need help with these or similar issues and would like to discuss them in a complimentary consultation, we would like to meet you.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Regardless of how you approach retirement, there are some things about it that might surprise you.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn how to harness the power of compound interest for your investments.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.