Our focus is to partner with you
in 3 key areas of your life
Tax planning and preparation for Individuals and Businesses which includes ITIN preparation as IRS Certified Acceptance Agent, Streamlined Procedures Filing, FBAR, FATCA and PFIC Filing, Non-residents tax filing, expatriates tax filing and related consultations.
Financial planning and investment management which includes IRA, 401k, Mutual Funds, Retirement planning, Education planning, Life insurance and Annuities.
Assistance with starting and operating your business in any state in the US - Incorporating, Payroll processing, Sales tax filing, Bookkeeping, Tax Planning, Business Process Outsourcing and Management consultations. Audit, Review and Compilation. Setting up subsidiaries in US or India.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A collection of tips from professional travelers.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There’s an alarming difference between perception and reality for current and future retirees.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
There are three things to consider before dipping into retirement savings to pay for college.