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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!

Boost Your Credit Score

Boost Your Credit Score Your credit score is one of the most important aspects of your financial health. It is used by potential lenders, landlords and even employers to analyze your financial situation in one way or another. Here are some tips that might help you...

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Education Tax Changes You Need to Know

Education Tax Changes You Need to Know As students gear up to head back to school, there are some changes to education deductions that could save or cost you more in taxes and even raise college tuition costs. Here is what you need to know to get up to speed on...

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Is a Tax Surprise Waiting for You?

Is a Tax Surprise Waiting for You? Often lost in the excitement of large-scale tax change is how they can negatively impact some individual situations. Check out the questions below to see if you might be in for a tax surprise this year. Will you pay more than $10,000...

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Manage Capital Gains Tax Tips

Manage Capital Gains Tax Tips If not tracked and managed properly, capital gains tax can come as a large surprise at tax-filing time. In fact, many taxpayers don't realize they have a capital gain until they get their 1099 form in January and see a capital gain...

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How to Set Up a Business Accounting System

How to Set Up a Business Accounting System You've done the hard work. You have a new business idea or you've found an existing business to purchase. Want to help ensure your business success? Here's how to correctly set up a business accounting system. Consider...

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Are you Sharing Too Much Information Online?

Are you Sharing Too Much Information Online? In today's digital age, it is impossible to avoid the internet. Even if you don't have a computer and actively avoid social media, there is information about you in some corner of the web. Here are some tips to help you...

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Dramatic Sales Tax Change – Sales Tax Nexus

Dramatic Sales Tax Change - Sales Tax Nexus The U.S. Supreme Court issued a ruling in the South Dakota vs Wayfair case that opens the door for states to impose sales tax on sellers outside their borders. The case highlights a new standard of business presence called...

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Ideas to Improve Your Financial Health

Ideas to Improve Your Financial Health No-one likes to be blindsided by financial hardship. Listed here are 10 ideas to help improve your financial health. Create a safety net. Plan to have a minimum savings balance to cover at least three months' of expenses...

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Student Loan Forgiveness Creates New Tax Trap

Student Loan Forgiveness Creates New Tax Trap A new student loan forgiveness program of some student loan debt if other payments are made is creating a tax surprise for the unsuspecting student. Here is what you need to know. The debt forgiveness program dilemma To...

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Elements of a Good Business Partnership

Elements of a Good Business Partnership Like a bundle of sticks, good business partners support each other and are less likely to crack under strain together than on their own. In fact, companies with multiple owners have a stronger chance of surviving their first...

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