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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!

Business Advice: Every Impression Matters

Business Advice: Every Impression Matters With competition knocking at your door for virtually every product or service, you need to hone every advantage available to you. One of the ways you can set your business apart is to create an awesome customer experience with...

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You Need Tax Planning If…

You Need Tax Planning If... Life can alter your taxes with little to no warning. Here are several situations where you may need to schedule a tax planning session: Getting married or divorced. You could get hit with a Marriage Penalty in certain situations when the...

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The Benefits of Being a Sole Proprietor

The Benefits of Being a Sole Proprietor Many start-up businesses move from hobby status to a business when they start to make a profit. The tax entity typically used is a sole proprietorship. Taxes on this business activity type flow through your personal tax return...

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Protecting Your Digital Footprint

Protecting Your Digital Footprint In today's digital age, it's impossible to avoid the internet. Even if you don't have a computer and actively avoid social media, there is information about you in some corner of the web. Here are some ideas to help you manage your...

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Get Sanity Back…Ideas to Unplug This Summer

Get Sanity Back...Ideas to Unplug This Summer During your summer break or vacation, consider the following ideas to not only recharge, but to do so without sitting in front of a screen, monitor, or phone. Leverage the library. If it’s been a while since you’ve been to...

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Watch Out For These Sneaky Vacation Costs

Watch Out For These Sneaky Vacation Costs Going on vacation is a time to get away, relax and enjoy new experiences. But if you don’t pay close attention, extra costs can sneak up on you like tiny money-stealing gremlins. Here are several sneaky vacation costs to watch...

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Surviving Wedding Season Without Breaking the Bank

Surviving Wedding Season Without Breaking the Bank According to this survey by TheKnot.com, the average wedding in 2023 had a price tag of $35,000. And it's not just the lucky couple doling out serious money. Wedding guests can also face steep costs between gifts and...

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Ideas to Help Teach Your Kids About Money

Ideas to Help Teach Your Kids About Money It's never too early to start teaching your kids about money. By proactively explaining how money and banking work in the real world, you can help them begin their adult lives on solid financial footing. Here are some ideas....

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