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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!

The New World of Bank Reconciliations

The New World of Bank Reconciliations Here’s a look at the new world of bank reconciliations and some ideas to use to ensure your bank account is accurate. The bank reconciliation purpose In a nutshell, a bank reconciliation ensures your account is accurate. This is...

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Your Turn! New and Classic Board Games

Your Turn! New and Classic Board Games Board games are making a comeback during the pandemic as everyone looks to stay engaged during more stay-at-home time. Here are four of the most popular board games of all time and a corresponding board game similar to the...

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Answers to Common Tax Questions

Answers to Common Tax Questions With the April 15 tax filing deadline right around the corner, here are answers to some common tax questions. When will I get my refund? The pandemic and additional stimulus payments will, in all probability, delay refund payments. But...

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Seven Tips For Financial Wellness In 2021

Seven Tips For Financial Wellness In 2021 A global pandemic has us all examining our finances. Perhaps 2021 is the year to shift focus. Here are seven tips to help you become more financially fit. Create a budget. It’s easy to get into financial trouble if you spend...

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Make Preparations for Form 1099s This Year

Make Preparations for Form 1099s This Year Be looking for new Form 1099-NEC! Here are three tasks to consider that will make meeting your business's information reporting requirements less stressful this tax season. Review your general ledger. Even if you've already...

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Uncle Sam’s New Year’s Resolutions

Uncle Sam's New Year's Resolutions As new year's celebrations are in the rearview mirror, it's nice to continue celebrating the resolutions that we are definitely going to achieve! So we asked Uncle Sam - yes that Uncle Sam - what his new year's resolutions were. This...

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PPP Loan Expenses Are Now Tax Deductible

PPP Loan Expenses Are Now Tax Deductible If you or your business received funds from the Paycheck Protection Program (PPP), the recently passed Emergency Coronavirus Relief Act of 2020 will help to dramatically cut your tax bill. Here’s what you need to know....

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IRS Tax Surprises

IRS Tax Surprises No one likes surprises from the IRS, but they do occasionally happen. Here are some examples of unpleasant tax situations you could find yourself in and what to do about them. An expected refund turns into a tax payment. Nothing may be more deflating...

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More Stimulus Payments on the Way

More Stimulus Payments on the Way What you need to know NOW! You could soon see another stimulus payment in your bank account with the recent passage of the Emergency Coronavirus Relief Act of 2020, which means more direct relief to you and your family. Here are some...

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Ideas For Better Savings Rates

Ideas For Better Savings Rates Before the housing bubble burst in 2008, you could find high yield savings accounts that were paying rates over 5.0 percent. Today? These same banks are paying less than .10 percent. So where are you supposed to put your money? Is there...

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