Money, Mutual Fund and Stock Info
www.smartmoney.com - financial site which also has tax info.
www.wsj.com - the Wall Street Journal for top business stories.
www.morningstar.com - Stock and Mutual Fund website.
www.bigcharts.com - Dow and historical stock prices.
Financial Planning
www.salvationarmy.org - Charitable contributions and planning.
www.hsainsider.com - Health Savings Account List of Insurers & Administrators.
www.RothIra.com - Roth IRA Articles and info.
www.1040tools.com - Helps calculate tax basis on mutual funds as well as other calculators & tax resources.
Auto Valuation Sites
www.nadaguides.com - NADA Guide
www.kbb.com - Kelley Blue Book
www.intellichoice.com - Intellichoice
Auto Leasing Info
www.edmunds.com - Edmund's Guide: dealer cost, history of use, etc.
www.leasesource.com - Car Wizard - should you lease or buy?
www.consumerreports.com - Consumer Reports - used car pricing for $10.
Scholarship and Financial Aid Information
www.collegesavings.org/index.aspx - Financial Aid Information
www.fafsa.ed.gov - Student Guide to financial aid.
www.fastweb.com - Free application for Financial Student Aid.
www.findaid.com - info on scholarships & financial aid.
Privacy Policy
Accountants and tax preparers, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information on an annual basis.
In the process of preparing income, gift, estate and non-profit tax returns, as well as preparing financial statements and other financial documents which you require, we collect from you or with your authorization, certain essential information which is nonpublic and personal, such as information concerning your income, expenses, assets, liabilities and other similar information.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as instructed to do so by such clients. We restrict access to nonpublic personal information to those employees who need to know that information to provide services to you, and we maintain physical, electronic and procedural safeguards over that information.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
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