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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!

Budgeting Methods That Work

Budgeting Methods That Work Which unique method of budgeting will work for you? You have your own unique personality, preferences and lifestyle. Likewise, how you manage and organize your finances can have its own personality, including how you budget. Here are five...

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Wardrobe Shopping On a Budget

Wardrobe Shopping On a Budget Shopping can be fun, but also drain your wallet. So how do you maintain a respectable wardrobe in a cost-effective way? Here are three tips to help you find your back-to-school and fall attire without breaking the bank. Think versatility....

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Great Tips to Improve Your Credit Score

Great Tips to Improve Your Credit Score You’re ready to take out a loan to buy a house, a car or get a credit card. You fill out the application and wait to hear back from your bank on its decision whether to loan you the money. And then you get the dreaded phone...

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IRS Announces Common Tax Scams

IRS Announces Common Tax Scams The IRS recently announced its 2020 edition of its annual Dirty Dozen list of tax scams with a special emphasis on aggressive and evolving schemes related to COVID-19 tax relief, including Economic Impact Payments. Here are six of the...

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How to Eliminate Tax Surprises

How to Eliminate Tax Surprises What is normally a reliable estimate of your taxes – the amount of money withheld from your paychecks by your employer – may be an unreliable estimate this year thanks to the current pandemic. Even worse, using the safety net of paying...

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Best Practices for PPP Loan Forgiveness

Best Practices for PPP Loan Forgiveness More than 70% of small businesses in America now have loan proceeds from the Paycheck Protection Program (PPP) to help retain employees during the current pandemic. The entire amount of a PPP loan is eligible to be forgiven if...

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Don’t Make These Mortgage Refinancing Mistakes

Don't Make These Mortgage Refinancing Mistakes With 30-year fixed rate mortgages approaching historical lows of 3%, you may be thinking about refinancing an existing mortgage. But you better read the fine print before signing on the dotted line to avoid paying too...

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Should You Incorporate Your Business?

Should You Incorporate Your Business? You may have started your business as a simple sole proprietorship that files its taxes as a Schedule C on your Form 1040. As your business grows, you may want to change the structure. Here are several scenarios where it may make...

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