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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!

Test Your Holiday Song Knowledge!

Test Your Holiday Song Knowledge! As you gather with family and friends this holiday season, have fun with our annual holiday quiz. This year's edition focuses on popular holiday songs. Get one point for each correct answer, except as noted. Good luck and good cheers!...

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‘Tis the Season for Gift Card Fraud

'Tis the Season for Gift Card Fraud With supply chain snarls still plaguing parts of the U.S. economy, many consumers are turning to gift cards as the holiday present of choice this year. In fact, according to the website Research and Markets, the United States gift...

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Raising a Financially Savvy Child

Raising a Financially Savvy Child If you have children or grandchildren, you have an opportunity to give them a jump-start on their journey to becoming financially responsible adults. While teaching your child about money and finances is easier when you start early,...

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Tax Court Corner

Tax Court Corner Here’s a roundup of several recent tax court cases and what they mean for you. Thou Shalt Not Commingle Funds (Vorreyer, TC Memo 2022-97, 9/21/22) Don't let sloppy record keeping prevent you from deducting legitimate business expenses. The Tax Court...

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New Terms and Trends: Do You Know Them?

New Terms and Trends: Do You Know Them? Just like clothing and fashion trends, new phrases and terms have a way of inserting themselves in every day language. For some, these phrases are overused and annoying. For others, these terms do an acceptable job of explaining...

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Ideas to Improve Your Personal Cash Flow

Ideas to Improve Your Personal Cash Flow One of the most common reasons businesses fail is due to lack of proper cash flow. The same is often true in many households. Here's how this concept of cash flow applies to you along with some ideas to improve it. Cash flow...

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Still Time to Reduce any Tax Surprises!

Still Time to Reduce any Tax Surprises! Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started. Review your income. Begin by determining how your income this...

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Handling Negative Online Reviews of Your Business

Handling Negative Online Reviews of Your Business Here are some ideas on handling those pesky online business reviews. The best defense is a great offense. You don’t have to address negative reviews if you never have them in the first place. Proactively identify...

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