HLW Tax & Financial Services

 

          We do all the work  ~  You get all the credit!

 

If you would be interested in attending an Audit This! workshop, please give us a call! 

For more information on our Audit This! e-book,

click the "Audit This!" link (above, right) on this page.

 

We offer:  Consulting,  Response to  IRS Notices, Notary Public,

Income Tax Preparation,  QuickBooks Set-up and Training,  Bookkeeping, 

Retirement Planning,  College Savings Planning,  Investment Management, 

Comprehensive Financial Planning  &  Portfolio Guidance 

FREE E-File!

FREE Extension!

FREE Direct Deposit!

 

 

Tax Season Office Hours:

Monday - Friday

7:30 am - 5:30 pm

9:00 am - 1:00 pm Saturdays

Other hours available by appointment!

 
Calculators

Tax-Deferred Savings

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

More Newsletters →