LS Ross CPA's & Financial Services

Richard M. Ross- Kennesaw, GA

 "It's never too soon or too late to build for your future" - Ralph Waldo Emerson
 
 
Welcome to our Web site, we would like to take a minute of your time to tell you a little about us and how we can serve you.  We are a full-service tax and financial services firm, priding ourselves on the ability to identify and synergize these two essential concepts to provide the highest level of service. It is our goal to work with each client to develop a customized financial program which correlates their tax needs with their financial goals and concerns.
Below is an overview of the services and programs we offer:
  • Tax Preparation for Individuals, Corporations and Partnerships
  • Financial Planning* for Businesses and Individuals
  • Investment Advisory Services* and Investment Planning*
  • Retirement Planning ie. 401(k)'s*, IRA*, SEP*
  • Health and Life Insurance & Annuities*
  • Business Consulting and Planning
  • Estate Planning
  • Financing options offered through Wells Fargo Bank**
  • Incorporations (including LLC)
  • Auditing services
 We hope our site will educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.
 
 
 
* These services are offered by Richard Ross and Jennifer Dorward through their affiliation with HD Vest Investment Services SM and H.D. Vest Advisory Services SM.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency. Are not deposits of or guaranteed by the bank of any bank affiliate.
 

 

** Wells Fargo Bank, N.A. Member FDIC. Equal Housing Lender
 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Essential Fundamental Analysis

The fact is that the financial markets rely heavily on fundamental analysis in order to set prices and make decisions to buy or sell.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

More Newsletters →