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My wife and I are turning 50 this year and would like a professional evaluation of our retirement investments. Mostly 401Ks. Primarily interested in the following: 1. Should I be doing Roth and Supplementary Roth as well as my normal 401k? 2. How do we minimize the tax liability of our retirement savings. 3. How do we handle the pension situation at retirement? Lump sum or the annuity option? 4. Sound advice on these matters from an objective professional.
Mark P
Need advise on tax preparation and planning. My wife passed and I dealing with insurance and pension that involves taxes.
James F
I have a start up business, need to get set up, learn quickbooks, tax requirements and discuss financing options.
Cindy P
I am considering a start up business and need assistance with creating the financial projections in the business plan.
Brian H
Will need assistance on 2011 personal tax return. Someone that knows oil and gas indirect drilling costs tax requirements. Thank you.
Mike H
Self employed musician / husband / and father of two sons. (2yr&4month old) Need help managing what I have. I am the sole provider. Thank you.
Lio S
I am looking for a CPA with expertise in business taxes and real estate investment taxes for an individual. This year I am also transitioning from individual to LLC and I am not sure how to do that.
Beverly T
I have a salaried income and my wife and I just closed on a NNN property in MO. Looking for immediate tax advise and prep for close of 2009 and 2010.
Joseph W
I need help navigating the possible tax burden from a possible short sell or foreclosure.
A. M.
Hello, we are a married couple with no children who are looking for 2010 tax service and advice for our future. I'm hoping we aren't too late to be able to get in and get help.
Ryan C