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.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
It's important to make sure your retirement strategy anticipates health-care expenses.
What can be learned from the savings rate?
Earnings season can move markets. What is it and why is it important?
Why have the markets been so volatile recently?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
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 bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What does your home really cost?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.