Accountant & Management, Inc. provides various Personal Accounting Services to many types of individuals and/or families. Some examples of the types of services offered by Accountant & Management staff include the below.

• Check writing
• Bill paying
• Monthly personal financial statements
• Monthly expense statements
• Domestic payroll services administration
• Medical claims research

Don't forget to also visit our Business Services

YOUR STAGE OF LIFE :

SINGLES

Singles can be any age and some may have dependant children. Younger singles may be facing life after college while older singles may need help with job related tax issues. Singles in school and senior singles both have tax incentives to be aware of.

• Life after college
• Moving out of home
• Budgeting
• Paying school loans
• Head of household status
• Buying home vs. renting
• Scholarships and fellowships
• Job related expenses
• Moving expenses
• Withholding allowances

MARRIED COUPLES

When a single decides to get married, not only are there immediate tax consequences of filing taxes, but many financial matters that need answers when planning a life with another person.

• Advantages of buying home
• Saving for retirement
• Life insurance requirements
• MFS vs. MFJ advantages

LIFE PARTNERS

Life partners include gay and lesbian couples and couples of any age who choose not to get married. Life partners face unique financial challenges because the IRS does not allow joint tax returns. Some issues include; who claims the children, who should own the home, how to split income and how you should apply for financing of any type.

• Who owns home?
• Who claims children?
• Applying for mortgages
  
  

OTHER SERVICES WE OFFER

Click below to view some other great services we offer.

• Small Business Accounting
• Real Estate Accounting
• Payroll Tax
• QuickBooks and CS Suite
• Incorporations of Business