Volz Cpa Inc.

A Trusted Advisor Who Listens

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind taxes, insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help 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. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser . We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

Jim Volz is a Registered Representative and Investment Advisor Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 4600 McAuley Place, Suite 120, Cincinnati, Ohio 45242 (513) 771-3500

 Accounting services and tax advice are offered independently of Equity Services, Inc. Volz CPA, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.  
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Car Affordability

How much can you afford to pay for a car?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

The Most Important Blank

The most important document in an estate conservation strategy might not be a will or any other document a lawyer was paid to create, but rather your retirement account beneficiary form.

More Newsletters →