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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!

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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Become Debt-Free

Become Debt-Free The average household carries $137,063 in debt, while the median household income is less than $60,000, according to data from the Federal Reserve and U.S. Labor Department. While it's easy to get into debt, it can be hard to get out. Here are five...

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Planning to Replace Household Items

Planning to Replace Household Items Part of financial planning is having a good sense of how much it will cost to replace your possessions when they break down or wear out. But many of the big-ticket consumer products may cost more to replace and wear out sooner than...

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Five Tax Breaks for New Parents

Five Tax Breaks for New Parents New parents have their work cut out for them. Not only are they dealing with lost sleep, they also face the extra cost of raising a child. At least there are a lot of potential tax breaks for new parents. Check out this list and share...

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Protect Yourself from Port-Out Scams

Mobile phones not only contain our personal details and information about everyone we know; they are used to verify our identities and unlock access to our financial accounts. Now scammers are using a process called a “port-out scams” to hack into our phones to change...

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How to Handle a Health Care Coverage Gap

Sometimes we are faced with a health care coverage gap. Whether because of job loss or an extended sabbatical between gigs, you may find yourself without health care for a period. Here are some tax consequences you should know about, as well as tips to fix a health...

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Tax Cuts and Jobs Act – TCJA Update

The Tax Cuts and Jobs Act (TCJA) was passed by Congress in a hurry late last year, and the IRS and tax preparers have been working to digest some of the more thorny issues created by the tax overhaul. Here is your TCJA update and the latest answers to some of the most...

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TCJA

TCJA: New Tax Legislation Requires Planning Though many taxpayers appreciate the income tax cuts in the Tax Cuts and Jobs Act (TCJA) passed late last year, others are skeptical that it will simplify their tax planning. With every simplification, there are many more...

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Answers to Common Tax Questions 2018

Answers to Common Tax Questions 2018 With all of the headlines about the changes to tax law, you probably have lots of questions. Here are answers to some of the most common questions taxpayers have in 2018. I’m hearing about a lot of changes to 2018 taxes. What...

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