Curated Financial Resources
Stay informed and empowered with our curated selection of tools, guides, and updates.
1040 Tax Estimator
Estimate your federal income tax liability using the standard 1040 form.
401(k) Contribution Calculator
Estimate how your retirement savings will grow based on 401(k) contributions and employer matches.
401(k) Rollover vs. Cash Out Calculator
Compare the long-term impact of rolling over a 401(k) vs. taking a distribution.
401(k) with Profit Sharing Calculator
Project retirement savings with combined employee contributions and employer profit-sharing.
403(b) Savings Calculator
Estimate your retirement savings growth in a 403(b) plan.
457 Payroll Deduction Calculator
Project payroll contributions into a 457 retirement plan and their tax impact.
457 Payroll Savings Calculator
Project retirement savings in a 457 plan based on payroll contributions.
72(t) Distribution Calculator
Estimate penalty-free withdrawals using IRS Rule 72(t) for early retirement.
ARM vs. Fixed Rate Mortgage Calculator
Compare total costs between adjustable-rate and fixed-rate mortgages.
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You need a partner.
Taxes
By keeping current on new tax laws and legislation, we specialize in identifying tax planning opportunities that minimize your current and future tax liabilities.
Accounting
From financial statements to cash flow analysis, we provide well-organized financial records that keep your business operations running efficiently.
Payroll
Pay your employees accurately and on time while you focus on growth — we’ll handle the rest, from payroll processing to tax compliance.
Consulting
We help business owners with valuations and exit planning, and individuals with business acquisition, tax strategy, retirement income and withdrawal strategy.
You need more than an expert. You need a partner.
Connect with our team to start your path to a brighter financial future