Broker Check

535 Lloyd Avenue
Latrobe, PA 15650

Christopher T. Pakos, CPA, PC.

(724) 537-6010

Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

Update on business hours and operations during Coronavirus. As of May 19, 2020

Our office is currently operating but the doors are closed for safety purposes.

If you have tax return information or papers to drop off, please use the drop off slot to the left of the front door.  If you are picking up a tax return or other paperwork, please call us from the parking lot. Stay in your car.  And someone will bring your information out to you and hand it to you in your car. Signed paperwork or E-file forms can be put in the drop off slot or mailed back to us for processing.

If you have questions on your returns, please call the office and one of the CPA's will gladly review your information over the phone with you.

Chris is conducting phone and ZOOM virtual meetings with clients on their investments. If you would like to set up a ZOOM meeting, please call the office to set up a time.

Our current office hours are as follows:

Monday thru Friday 8:00 am thru 4:00 pm.

If you are unable to pick up information in that time frame, please call the office and arrangements can be made to pick up returns at another convenient time.

Our current plan is to open our doors on Monday, June 15th.  We would ask that everyone wear a mask and practice social distancing for our protection as well as yours.

We thank you for your understanding. 

God Bless and stay safe everyone.

Chris Pakos and Staff

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.


Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

When Markets React

When markets shift, experienced investors stick to their strategy.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

View all videos arrow