For Individuals

When it comes to the world of taxes, preparation and planning go a LONG way.

We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

RECENT POSTS

Will Your Henderson Company Be Giving Year-End Bonuses?

Will Your Henderson Company Be Giving Year-End Bonuses?

The plot to one of the most iconic Christmas movies of all time, Christmas Vacation, centers on one holiday hope: the year-end bonus.Clark Griswold, as "the last true family man", decides he will use his promised year-end bonus to install a pool in his family's...

Practicing Thankfulness in Your Henderson Business

Practicing Thankfulness in Your Henderson Business

Does your Henderson family sit around the table at Thanksgiving dinner and share something they’re thankful for?I’ve been at those holiday meals many a time. I appreciate the intent, and will admit it’s usually effective in getting me to feel more grateful, but I do...

7 Essential To-Dos For Your Henderson Business Team

7 Essential To-Dos For Your Henderson Business Team

Before the holiday craziness kicks in, let’s remember: the end of the year is a golden chance to play with the calendar in your business' favor.Whether it's diving into year-end profit metrics, sorting out staff bonuses, or launching some targeted marketing to catch...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!