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Company Name - City, State

 
  • 2519 E. 7th Avenue
    Flagstaff, AZ 86004
  • (928) 526-3999
NO ONE STRATEGY FITS EVERYONE OUR TEAM APPROACH UNDERSTANDING YOUR GOALS AN APPROACH DESIGNED FOR YOU

Financial Services

Jeff Augenstein, EA

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Tax Preparation

Jeff Augenstein, EA

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Niels Mickelson, EA

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Tax Resolution

Melissa Rainwater-Fleming, EA

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Bookkeeping/Payroll

Roxanne Augenstein, EA

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Investments

Individual attention to goals in guiding you through your financial needs today, tomorrow and into the future.

Taxes

A team built of Enrolled Agents with expertise in all areas of tax preparation.

Tax Resolution

Based in Flagstaff, AZ we have the ability and knowledge to solve US tax problems nationwide with a team of Enrolled Agents.

Helpful Content

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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