• Public Accounting, Tax and Financial Services since 1957

Food

These 3 most Basic Needs are something many take for granted. But these 3 items must be accounted for first in any financial plan or budget.

Clothing

According to Abraham Maslow, these physiological needs must be achieved and fulfilled first, in order to pursue intrinsic satisfaction on a higher level.

Shelter

There are of course, other needs that may be classified as basic today. Transportation is a good example. Once we move past the basics, we can begin to plan.
5 Steps in Financial Planning

Assessment, Goal Setting, Plan Creation, Plan Execution, Monitoring & Reassessing Your Plan

Finance is the science of funds management. The field of finance deals with the concepts of time, money, risk and how they are interrelated. The general areas of finance are business finance, personal finance, and public finance. Finance includes saving money and often includes lending money. It also deals with how money is spent and budgeted.
"Retirement Planning is a hot topic as the baby boomers age. It's something we can assist you with. Particularly with items like projecting after-tax income, budgeting, minimizing taxes in retirement years and optimizing retirement income."
Gregory J. Cook, EA, CPA
Gregory J. Cook
Gregory J. Cook, EA, CPA
Accredited Tax Advisor
Dr. John Evans and wife Jerri

Goal

Retirement Savings
$1,000,000
Saved : $556,500

Don’t Just Give
Your Money to
the government!

We consistently champion the promise of making every effort to ensure that you pay the minimum amount of tax allowable under the tax code (the correct amount of tax).
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2018 Personal Returns Filed
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2018 Businesses Filed
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2018 Farms Filed
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2018 Rental Properties Filed
Financial & Retirement Planning

These Tools will Help

what's your net worth
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Net Worth Calculator

home budget on notepad with calculator and pen
Analyze your budget, see where your money goes and find out where you can improve! This calculator helps you do just that.

Home Budget Analysis

asset allocation, stocks, bonds, real estate and commodities
This questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income and Equities.

Investment Questionnaire