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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!

How to Raise a Financially Savvy Child

How to Raise 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...

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Business Cashflow – Every Business Needs Cash!

Business Cashflow - Every Business Needs Cash! 5 keys to better cash management Focusing solely on sales and profits can create a surprise for any business when there is not enough cash to pay the bills. Here are five key principals to improve your cash management....

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Tips for a Faster Refund

Tips for a Faster Refund As the tax filing season approaches, there are steps you can take now to speed up the filing process. The faster your return is filed, the faster you get your refund. Even if you end up owing money to the IRS, knowing the amount due sooner...

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The New Business Deduction

The New Business Deduction Stop worrying and start preparing A new deduction is available to businesses with qualified business income (QBI). While that's great news, new deductions (especially ones with lots of rules) can bring anxiety and confusion. Never fear!...

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5 Tips to Keep Your Customers Coming Back

5 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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Unclaimed Property – How to Find Your Lost Money

Unclaimed Property - How to Find Your Lost Money According to Credit Karma, over $40 BILLION of unclaimed property is currently being held by state governments. That's a staggering amount of money - enough to buy half of the National Football League franchises. Not...

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Early Warning Signs of a Tax Problem

Early Warning Signs of a Tax Problem There are many factors that can cause an unfavorable tax swing leaving you with a surprising tax bill in the spring. Here are six warning signs that you might have some unexpected taxes waiting for you. You didn't update your W-4...

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2019 Retirement Contributions Get a Boost

2019 Retirement Contributions Get a Boost For the first time since 2013, the IRS is raising the contributions limits for IRAs. The maximum contribution for 401(k) accounts and IRAs is increasing by $500 for 2019. If you have not already done so, now is the time to...

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6 Last-Second Money Saving Tax Moves

6 Last-Second Money Saving Tax Moves As 2018 winds down, there is still time for money saving tax moves. Here are some ideas to make your 2018 tax return less of a burden on your wallet: Accelerate expenses.Individual taxpayers are on the cash basis for income tax...

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