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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The tax rules that govern donating art are complex and confusing. Take a closer look.
There are things about Social Security that might surprise you.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Can you keep up with your children’s mobile slang?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
For homeowners who think their property taxes are too high, there are ways to appeal.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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 compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.