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.

RECENT POSTS

Susan Wilklow’s 2019 Tax Documents List

The new decade is finally in full swing.With big holidays the last couple weeks, you might be like me -- this week is when the real work begins. The work of doing something NOW to start in on those goals for the year.As I recently wrote: it's not about the goals ......

Susan Wilklow’s Annual Holiday Prayer

Congress has been busy.They're home for the holidays, but before they left, they passed a flurry of bills that you might be interested in.Oh, and yes ... the House impeached the President. There is also that. I make no comment about that, but I DID want you to see...

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!