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.

 

 

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Does a Larger Staff Fit into Your Growth Strategy?

More than half of small-business owners and CEOs surveyed in 2013 said they were planning to hire new workers in 2014.

HOT TOPICS: Housing Trends – New Rules Could Revive Recovery

Current housing trends, the role of the government in the housing-finance market, and what changes could mean.

Succession Planning and Life Insurance

How to help survivors from being forced to liquidate the business, sell assets, or borrow money to pay taxes and fees.

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

More Newsletters →