Tax and Financial Services

Do you need help with tax preparation? Are you a business owner who is in need of professional, knowledable expertise in the areas of accounting or tax planning? Maybe you are an individual that needs assistance with retirement planning. Whatever your needs are, from taxes to retirement planning, we are here to help.

Affordable Accounting & Tax Services, LLC offers a wide variety of services to assist individuals and businesses in their quest for "peace of mind." With over 20 years of experience we have the expertise to provide you with tax services, small business accounting, payroll services, retirement planning, college planning, or tax planning. We work with our clients to minimize their tax liability and assist in improving the "bottom line."

Our clients are important to us and we work hard to build long-lasting relationships. We are a family owned business and consider our clients part of the family.



                             

 

                     
Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

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