Our summer office hours are:
Monday – Thursday, 8am – 5pm
Friday, 8am - 12pm
The IRS is warning taxpayers of a new phone scam - The IRS will not contact you by phone or ask for a payment over the phone. If you feel you may be a victim of this scam, or are contacted in the future, please call the IRS at 800-829-1040 immediately.
Click HERE to get more information about the upcoming healthcare changes
You can now use our Express Link to fill out your Health Insurance Applications!
Dear Clients and Prospective Clients:
Thank you so much for visiting our website.
We have been at this location for since 1994 and have been providing top quality service to clients all over the Golden Triangle in areas of bookkeeping, income tax preparation, individual and business tax planning, estate tax planning, QuickBooks review and training, and the preparation of financial statements. In 2004, we decided to add a financial services division to help our clients with funding education plans* for their children and grandchildren, helping our clients prepare for retirement, managing their retirement funds*, health and life insurance needs, and full financial planning*. For our small businesses, we have been able to help them establish retirement accounts* for them and their employees and allowed them to offer health insurance. As your trusted tax and accounting professional, we believe that we are perfectly suited to help you in all areas of your finances.
I want to encourage you to take advantage of our upcoming seminars in Quickbooks, Financial Planning* and Tax Planning. With the Bush tax cuts expiring, this upcoming season will prove to be a very small window for planning opportunities.
I so appreciate the friendship and continued relationships we have with all of our business and individual clients. I look forward to serving you now and in the future.
Eileen Law Judice
*American Institute of Certified Public Accountants*
*Texas Society of Certified Public Accountants*
*Better Business Bureau of Southeast Texas*
*The American Payroll Association*
*Nederland Chamber of Commerce*
*These services are offered through Eileen Law Judice through her affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Knowing your options when a CD matures can help you make a sound investment decision.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are things about Social Security that might surprise you.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
It's important to understand how inflation is reported and how it can affect investments.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What are your options for investing in emerging markets?
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are nearly 1,200 ETFs available. Should you invest in them?