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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

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

 

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Investments

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

Long-Term-Care Needs

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Business Cycle

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

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

When Markets React

When markets shift, experienced investors stick to their strategy.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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