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IMPORTANT: We continue to have limited physical office hours, currently set as Monday-Thursday 9:00-4:00, and Friday’s are By Appointment Only.  With our varying staff levels, our phones do have additional hours of coverage, so please feel free to call. We still welcome you to pre-schedule a visit with our team as we would be happy to provide any one on one you may need!

Tax Planning Tips for Your Business

Tax Planning Tips for Your Business As 2024 winds down, here are some ideas to help you prepare your business for filing your upcoming tax return: Informational returns. Identify all vendors who require a 1099-MISC and a 1099-NEC. Obtain tax identification numbers...

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Creative Ways to Save Money

Creative Ways to Save Money Saving money doesn’t have to be a chore. In fact, with a little creativity, it can be both fun and rewarding. Here are some interesting ways to boost your savings without feeling like you're missing out. Embrace the 30-Day Rule. If you find...

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The 2025 Tax Law Uncertainty

The 2025 Tax Law Uncertainty With the changes happening in Washington D.C., there is now some uncertainty about what tax policies we may see in 2025 and beyond. During this time of uncertainty, it is challenging to create a workable tax plan. But not to fear. There...

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The Art of Selfless Giving

The Art of Selfless Giving Capture the spirit of the holidays We are a generation past the hardships of the dust bowl and the Great Depression. And we are a generation well into an economy based upon consumption. And in this environment, Santa presents an interesting...

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Year-End Tax Savings Checklist

Year-End Tax Savings Checklist Great tax moves you can still make Conducting a year-end tax review of your financial situation can uncover opportunities to cut your tax bill or save you from an unpleasant tax surprise. But hurry, the clock is ticking! Here are several...

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Remove the Stress from Paying Student Loans

Remove the Stress from Paying Student Loans Paying off student loans can be a daunting task. However with a planful approach, making your loans disappear can be a lot more manageable. Here are some tips to help make paying off your student loans less stressful and...

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Taxes: Understanding the Essentials

Taxes: Understanding the Essentials Navigating the tax system can be challenging for everyone, whether you're an adult who hasn't paid much attention to paycheck deductions or a young person starting your first job. A crucial first step in managing taxes is knowing...

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Avoid Sneaky Fees Draining Your Bank Account

Avoid Sneaky Fees Draining Your Bank Account Inflation isn't the only reason why your wallet or purse feels lighter these days. Sneaky fees are finding their way into things we buy every day. Here are some common fees you may encounter and what you can do to avoid...

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The Good – and Not So Good – of AI

The Good - and Not So Good - of AI At its heart, technology exists to solve problems and enrich our lives, but its journey is rarely straightforward. The rapid integration of Artificial Intelligence (AI) into everyday tools—like search engines, smart speakers, and...

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2025 Social Security Changes

2025 Social Security Changes 2025 Social Security Find out how your benefits have changed Average Retirement Benefits Starting January 2025 Average Benefits - All Workers 2025: $1,976/mo (+$69) 2024: $1,907/mo Maximum Benefits for Workers Retiring at Full Retirement...

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