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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!

Keys to Success as an Independent Contractor

Keys to Success as an Independent Contractor The number of independent workers continues to soar in the U.S. According to MBO Partners, there were 64.6 million independent workers in 2022, an increase of 26% from 2021. The number of full-time independent workers...

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Why You Should File Your Tax Return Early

Why You Should File Your Tax Return Early Tax filing season officially began on Monday, January 23rd. Not many people file that early, but for some taxpayers it makes sense to do so. Here are common reasons to consider trying to be at the head of the line: You want to...

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Keys to Keeping Great Business Records

Keys to Keeping Great Business Records Your bookkeeping system is the financial heart and lifeblood of your business. When set up and operating properly, your books help you make smart decisions and seamlessly turn your financial data into useful information. Here are...

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Get Your 2023 Finances in Tip-Top Shape

Tips to Get Your 2023 Finances in Tip-Top Shape Here are some tips to get your 2023 finances in tip-top shape. Know your net worth. The first step to improving your finances in 2023 is to create a snapshot of your current financial situation. So note all your assets,...

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Correcting Common Financial Mistakes

Correcting Common Financial Mistakes You’re working at the office, getting stuff done around the house, or hanging out with family when — wham! — a phone call, email or text alerts you that something happened with your finances. When a not-so-nice financial event...

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Plan Your Retirement Savings Goals for 2023

Plan Your Retirement Savings Goals for 2023 A big jump in cost-of-living calculations means a big jump in how much you can contribute to retirement accounts in 2023! Now is the time to plan your retirement contributions to take full advantage of this tax benefit. Here...

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It’s Tax Time! Tips to Get Organized

Tax Tips to Get Organized The beginning of a new year brings the need to recap the previous one for Uncle Sam. Here are some tips and a checklist to help get you organized. Look for your tax forms. Forms W-2, 1099, and 1098 will start hitting your inbox or mailbox in...

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Tips to Keep Your Customers Coming Back

Tips to Keep Your Customers Coming Back Happy, satisfied customers are essential to the health of every business. Increasing competition, online review opportunities, and unlimited access to information up the ante on the importance of quality customer service. Here...

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