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Sachetta Callahan: For Life’s Road Ahead.

Your financial goals aren’t just about numbers in an account. They represent real life.

We treat business owners with respect, understanding, and a big picture approach.

WE BELIEVE IN A HOLISTIC APPROACH, ADVISING OUR CLIENTS ON ALL ELEMENTS OF THEIR FINANCIAL WELL-BEING.

OUR LEADERSHIP TEAM ARE CPAS WHO HELP OUR CLIENTS MAKE SMART, FULLY-INFORMED DECISIONS REGARDING THEIR FINANCIAL FUTURE

FROM OUR BLOG

Can You Have a Roth and Traditional IRA? Should You?

Contributing to a traditional IRA lets you grow your retirement savings throughout your career. So does contributing to a Roth IRA. Both kinds of accounts have tax benefits and drawbacks; both kinds of accounts […]

What You Need to Know About Stock Options and Taxes

Stock options can be a highly profitable part of your portfolio. As long as you stay with your employer and the company performs well, you may be able to secure a significant profit within […]

Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals

Considering how many of us worked from home last year, the home office deduction is presumably going to help a lot of taxpayers save a little money this year. It’s one of several tax […]