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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
How Income Taxes Work
A quick look at how federal income taxes work.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Term insurance is the simplest form of life insurance. Here's how it works.
Here are 4 great, and sometimes unexpected, places to raise a family.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Lifestyle considerations in creating your retirement portfolio.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
That big list of dreams and goals isn't the only way to look at your bucket list.
The decision whether to buy or rent a home may have long-term implications.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.