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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

Forecast

Forecast

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

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

A Taxing Story: Capital Gains and Losses

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

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Long-Term-Care Needs

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

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Managing Your Lifestyle

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

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

5 Smart Investing Principles

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

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Events on Wall Street

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

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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