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.
How Income Taxes Work
A quick look at how federal income taxes work.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Learn about the latest sport to sweep the nation with this informative article.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Are women prepared for a 20-year retirement?
There are common mistakes you can avoid when saving for retirement.
One way to find money is to examine your current spending habits and eliminate money wasters.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
For women, retirement strategy is a long race. It’s helpful to know the route.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.