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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tax preparation may be the perfect time to give the household budget a check-up.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Ascertaining the value of your business is important for a variety of reasons.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Don't let procrastination keep you from pursuing your financial dreams and goals.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investors seeking world investments can choose between global and international funds. What's the difference?
With alternative investments, it’s critical to sort through the complexity.
When do you need a will? The answer is easy: right now.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.