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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!

NEW Tax Rules for 2020!

NEW Tax Rules for 2020! Here are several new tax rules for 2020 to consider as you start planning your 2020 tax obligation. Make up to $300 of charitable contributions. For the 2020 tax year only, an above-the-line deduction of $300 is available to all Americans who...

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Cash or Bartering?

Cash or Bartering? How swapping products and services could benefit your business Bartering, the act of trading goods or services with other goods or services instead of money, is more popular than ever. With high unemployment rates and cash flow being stressed,...

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How Stay-at-Home Orders Change Money Habits

How Stay-at-Home Orders Change Money Habits The most fruitful periods of growth often happen when they are the least expected. Teachers and parents call them teachable moments. By reflecting on how you handle the situation, you can learn a lot about yourself. The...

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Get Rid of Your Kids’ Summertime Blues

Get Rid of Your Kids' Summertime Blues Have some family fun with these activities (while social distancing, of course!) Let’s be honest. This is a strange summer. With many recreation activities canceled or significantly altered because of this year's pandemic and...

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PPP Loan Forgiveness

Small Business Owners Get Good News on PPP Loan Forgiveness Small business owners, self-employed workers and freelancers received some welcome news when Congress recently passed the Paycheck Protection Flexibility Act. This new law clarifies how businesses can qualify...

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Missing Stimulus Check

Missing Stimulus Check Help! My Stimulus Payment is Wrong or Missing! Millions of Americans already received their economic impact payment. But what if you're still waiting or your payment was for an incorrect amount? Here are some common scenarios why you may have a...

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Find Out if You Owe the IRS an Estimated Tax Payment

Find Out if You Owe the IRS an Estimated Tax Payment IMPORTANT! You May Owe a Tax Payment This Month You may owe the IRS a tax payment for your 2020 tax return and not know it. Most Americans have income taxes withheld from their paychecks, with their employer sending...

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Networking During the Pandemic

Networking During the Pandemic Don't let social distancing get in the way of your personal and professional relationships Keeping up with your friends and maintaining professional relationships is a challenge as most in-person activities have come screeching to a...

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Financial Questions to Ask Parents

Financial Questions to Ask Parents Many Americans have been focused on their own finances over the past several months. But don't neglect helping those closest to you with their finances as well, especially aging parents. Here are some financial questions to ask your...

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Ideas to Support Local Business

Ideas to Support Local Business Shuttered businesses are realizing that lifting lockdown restrictions doesn't mean a return to business as usual. Social distancing guidelines and a public wary of venturing into crowded environments means light customer traffic for...

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