At Pro Tax and Accounting Services, we focus on serving the accounting and financial planning needs of our diverse clientele. We believe that, with careful planning, you can overcome any financial obstacle. Our experienced and versatile staff can help you to assess your financial needs and develop a plan to achieve financial security and face any challenge life brings. From detailed accounting to investment review and analysis to education, retirement, and estate planning services, we can help you to achieve your goals.
Many Americans are feeling the pain of large credit card or student loan balances, or are dealing with high mortgage-related or medical expenses, and can’t see a way to resolve them. At Pro Tax and Accounting Services, we offer complete experienced, responsive debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging. We provide sensible and sensitive budgeting and planning assistance, working with you to design an achievable roadmap to a healthier financial future.
The housing crisis has left many prospective homebuyers and homeowners confused and worried, unsure of their options. At Pro Tax and Accounting Services, our experienced professionals can provide the clear-sighted guidance you need when navigating the home financing market. We’ll help you to determine whether you qualify for a mortgage based on your current and projected income, and we’ll analyze the advantages or disadvantages of fixed-rate and adjustable mortgages as well as other aspects of home financing. For older homeowners, we can discuss options such as using a reverse mortgage as a source of income.
Whether because of overwhelming medical expenses, devastating job loss, or other financial catastrophe, sometimes the last resort of personal bankruptcy is your only remaining option. We understand, and can help you navigate what can be a frightening and difficult process. The experienced advisors at Pro Tax and Accounting Services provide clear-sighted, sensitive advice, identifying and recommending any possible alternatives, helping you to understand your options, guiding you through the maze of financial, credit, and tax implications that arise, and protecting your interests in the short and long term. You do not have to face this alone – we can help.
More than ever, a college education is the key to the future, but college costs are rising rapidly, far outstripping the normal rate of inflation, and many sources of financial aid have disappeared, leaving many young people staggering under the weight of student loan debt. As a result, planning for your family’s educational needs is more important than ever before. At Pro Tax and Accounting Services, our financial expertise can help you to determine the best approach to save for your children’s education, including setting up 529 plans, prepaid tuition plans, or Coverdell accounts, and to take advantage of other tax-favorable treatment of education expenses, such as the Hope and Lifetime Learning Credits.