Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—Steve can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our Certified Public Accountant (CPA) firm offers a wide range of services to individual and business clients in Bartonville, TX and the surrounding area. Since the firm is small, we are able to offer our clients personalized quality service at a reasonable fee. Utilizing the latest technology, many of our staff work from a virtual office allowing us to keep our overhead low and charge reasonable fees.
Below is a snapshot of services we offer clients. Please note: this is a short list of some of the services we offer so please inquire about a service if you do not see it listed below.
- Part-Time CFO Services
- Small Business Advisors
- Tax Planning
- Investment Management*
- Retirement Strategies*
- Insurance and Annuity Products*
- Education Planning*
- IRS Representation
- Bookkeeping & Write-Up
- QuickBooks® setup, support, training
- Income Tax Preparation for individuals and all types of businesses
- Business Entity Selection and Business start-up services
- Payroll Services
- Sales Tax Services
- Financial Statements and Attestation
- IT consulting: ex. set up your QuickBooks file on a server in multi-user mode
*These services are offered by Steven Buchanan through his affiliation with H.D. Vest Investment ServicesSM
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
It's important to understand the pros and cons when considering a prepaid debit card.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Gaining a better understanding of municipal bonds makes more sense than ever.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Smart investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here is a quick history of the Federal Reserve and an overview of what it does.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.