We've designed this Website for you as a "one-stop shop" for many of your immediate financial questions and concerns. Our Website features the following pages, developed to keep you up-to-date and informed:
FIRM PROFILE - Visit this page to learn more about the firm's history, personnel & mission statement.
CLIENT SERVICES - Find out more about the wide range of services we offer and our various areas of expertise.
NEWSLETTER - Our online client newsletter is updated constantly and is an easy way to keep current on tax and financial matters. One of the most common questions we hear is, "How long do I need to keep my records?" This is one of the articles in the newsletter section of the website.
FINANCIAL TOOLS - To refinance or not refinance? When can I retire? How much can I afford? These are just a few of the many questions that can be addressed with our helpful interactive financial calculators & tools.
LINKS - There are a lot of great Websites out there - if you can find them! Use this page to Link to some useful sites that we've found.
This website changes frequently, so I encourage you to bookmark it.
Tax time is not just once a year! Tax planning should be done throughout the year in order to minimize taxes and avoid surprises. Check out the tax planning ideas, as well as the articles for Choosing a Business Entity and Record Keeping, in the newsletter section of the website and please feel free to call me regarding your situation.
We look forward to hearing from you.
Jeffrey A. Heimler, CPA