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Serving Our Community Since 2015
Peace of Mind is knowing that your finances are looked after by experienced professionals who care about you. Read more
We offer a broad range of services to help you secure a sound financial future. Read more
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Client Portal

You get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Tax Worksheets

Our tax worksheets & client questionnaire will help you to gather and organize your specific tax information.

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Schedule your initial consultation or appointment online.

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Read our tax-related blog posts.

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Featured Articles

Investment Strategies

Investment Strategies

Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

Financial Guides

Investment Basics: What You Should Know
Asset Allocation: How To Diversify For Maximum Return
Buying On Margin: How It Works and What To Watch Out For
Financial Planning Checklist
Investment Clubs: What You Need To Know
Swap Tactic Lets You Defer Capital Gains Tax
Changing Jobs? Don't Forget Your 401(k)
How Brokers Execute Trades: What Every Investor Should Know
Investing In Mutual Funds: The Time-Tested Guidelines
Mutual Fund Taxation: How To Cut The Tax Bite
Penny Stocks: How To Investigate Them and Avoid the Traps
Annuities: How They Work and When You Should Use Them
10 Retirement Saving Tips
Your Retirement Plan: How To Get Started
Roth IRAs: How They Work and How To Use Them

Frequently Asked Questions

Investment Options: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Bonds: Frequently Asked Questions
Annuities: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional vs Roth IRAs: Frequently Asked Questions

Financial Calculators

How Much Will I Need To Save For Retirement?
How Much Can I Contribute To An IRA?
Should I Convert To A Roth IRA?
What Is My Projected Required Minimum Distribution?
How Do Taxes and Inflation Impact My Investment Return?
When Should I Begin Saving For Retirement?
Becoming A Millionaire

Larry J Phillips III, CPA

Phone: (512) 337-6485

Larry@LarryPhillipsCPA.com

Larry J Phillips III, CPA 660 S Bagdad Rd, Suite 610 Leander, TX 78641
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