Plus Accounting Inc

Our commitment is to serve as your trusted partner on your journey to financial security.

 

Would you like a second opinion on your investment strategies? Contact Cathy today for a complimentary review of your individual situation by filling out the form and we will schedule a consultation time with you.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

 

 

Savings Accumulation

Estimate the future value of your current savings.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

When You Can’t Speak for Yourself

Having proper legal documents in place can help when you are unable to make your own medical and financial decisions.

Small Business Owners Deserve a Vacation

Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

Strengthening Social Security

A recent poll measured attitudes toward four potential changes to strengthen the Social Security system.

More Newsletters →