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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!

Don’t Create Holiday Debt

Don't Create Holiday Debt The pressure to please everyone with gifts during the holiday season can be immense. But if you succumb to the temptation to overcharge your cards or dig into your savings, you'll start off the new year with a hole burned in your pocket....

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Business Year-end Tax Moves

Business Year-end Tax Moves Give your business some holiday cheer Even though the end of 2017 is near, it is not too late to get your business into the best possible tax position for the new year. Here are some year-end tax moves to consider: Consider vehicle...

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Retirement Savings 2018

Retirement Savings 2018 You can save more for retirement next year using tax-advantaged accounts, thanks to a boost in the maximum 401(k) contribution rate by the IRS. The maximum rate increases by $500 to $18,500, which is the first increase in three years. Those...

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Tax Must-Dos When You Donate To Charity

Tax Must-Dos When You Donate To Charity Donations are a great way to give to a deserving charity, and they also give back in the form of a tax deduction. Unfortunately, charitable donations are under scrutiny by the IRS, and many donations without adequate...

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Combat the Equifax Breach: Be Proactive

Combat the Equifax Breach: Be Proactive Earlier this year, hackers were able to breach the security of Equifax, one of the three national credit reporting agencies. More than 143 million Americans – nearly half the entire country – were exposed to the attack, and may...

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Business Tax: Time to Consider Section 179?

Business Tax: Time to Consider Section 179? Section 179 expensing can be a very powerful tax-planning tool for small- and medium-sized businesses acquiring capital assets. While it doesn't change the amount of depreciation you can take over the life of capital...

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How to Fix Your Overfunded IRA or Retirement Account

How to Fix Your Overfunded IRA or Retirement Account Is socking away large sums in a tax-deferred retirement account ever a bad idea? It is when you exceed the annual IRS limits. And intentional or not, the penalties can be painful. Here's how overfunding occurs and...

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Know Your Rights When Debt Collectors Call

Know Your Rights When Debt Collectors Call At some point you may be on the receiving end of a debt collection phone call. It could happen any time you are behind on paying your bills or when there is an error in billing. In the U.S. there are strict rules in place...

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Contractor or Employee

Contractor or Employee? Is a worker an independent contractor or employee? This seemingly simple question is often the contentious subject of numerous IRS audits. As an employer, getting this wrong could cost you plenty in the way of Social Security, Medicare and...

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