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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!

Reasons to File Your Tax Return Early

Reasons to File Your Tax Return Early When it makes sense to file a tax return as soon as you can The 2024 tax season for 2023 tax returns is now officially underway. Here are several reasons to consider filing your tax return early. To get your refund. There's no...

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Moves to Improve Your Credit Score

Moves to Improve Your Credit Score While your credit score is a three-digit number that's automatically assigned to you, this is one area of your financial life where you have quite a bit of control. The moves you make or don't make with your credit can help determine...

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Yes! You Owe Tax on That

Yes! You Owe Tax on That 6 Surprising Taxable Items If something of value changes hands, you can bet the IRS considers a way to tax it. Here are six taxable items that might surprise you: Surprise #1: Hidden treasure - In 1964, a married couple discovered $4,467 in a...

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Best Way to Avoid an IRS Audit: Preparation

Best Way to Avoid an IRS Audit: Preparation Getting audited by the IRS is no fun. Some taxpayers are selected for random audits every year, but the chances of that happening to you are very small. You are much more likely to fall under the IRS's gaze if you make one...

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The Problem with Fakes

The Problem with Fakes Protect yourself from modern-day counterfeiters Finding brand name products at a great price can leave you feeling like you won the lottery, but there are hidden dangers that come into play if the goods aren't what they seem. Here are some...

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Ideas to Help Set Financial Goals

Ideas to Help Set Financial Goals With the new year underway, it may be time to come up with a list of goals and that could make 2024 the most financially rewarding year for your entire family. Your motivation can be nearly anything, from saving for retirement or...

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Tips for a Smooth Tax Season

Tips for a Smooth Tax Season With tax season officially underway, here are tips to make filing your return as stress-free as possible: Gather your tax information for filing. Items you'll need include W-2s, 1099s, K-1s and other forms you receive from your business,...

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Every Business Needs Cash!

Every Business Needs Cash! 5 keys to better cash management Focusing on sales and profits can create a surprise for your business when there is not enough cash to pay the bills. Here are five practices to help improve your cash management. Create a cash flow statement...

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Watch Out For These Unexpected Tax Surprises!

Watch Out For These Unexpected Tax Surprises! No one likes surprises from the IRS, but they do occasionally happen. Here are some examples of tax situations you could find yourself in and what to do about them. Kids Getting Older Tax Surprise Your children are a...

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Tips to Turn Buying a Home into a Reality

Tips to Turn Buying a Home into a Reality Homeownership seems more out of reach than ever for many Americans, especially for those who have been waiting for real estate prices to drop. But there are still multiple ways to buy a home right now, or to position yourself...

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