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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!

Avoid Common Tax Mistakes

Avoid These Common Tax Mistakes There are nearly 1,000 different tax forms used by the IRS to report tax obligations. It’s no wonder the IRS faces thousands of tax returns with errors each year. Here are some of the most common: Wrong names and Social Security...

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Business Planning: The Hourglass Approach

When it comes to annual planning, businesses often spend too much time on the planning process or too little because they are busy with day-to-day operations. There’s a simple method called the hourglass approach that can help you efficiently focus on your goals and...

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Say Goodbye to The College Tuition Deduction

It’s hard enough to watch your child leave for college. Now you also have to say goodbye to the college tuition deduction. Congress decided not to extend this $4,000 deduction for 2017, leaving many parents worried that college will now be more expensive. But it isn’t...

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Be a Smart Renter

Renting an apartment, condo or house; leasing a piece of equipment; renting business property; leasing a car: all involve the common practice of renting something that is owned by someone else. To make sure you always have a good experience, here is how to be a smart...

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Lessons from the Best Places To Work

Google, Facebook and Southwest Airlines are among the top five companies on job search site Indeed’s “Best Places to Work for 2017” list. You may not have the resources of these large companies, but you can incorporate some of their ideas into your company’s culture....

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Five Reasons to Incorporate Your Business

Most new businesses start with no thought about legal structure, but there are important reasons to incorporate your business. In the eyes of the IRS, the default structure is a "sole proprietor," in which your business profits are taxed on your personal tax return....

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Donate Stock to Lower Your Tax Burden

With U.S. equity valuations near historically high levels, now might be an opportune time to donate stock and take advantage of the tax benefits of donating long-term appreciated stock to a qualified charity. Directly donating a winning stock you've held for at least...

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The Risk of an IRS Audit – Keep Your Fears in Check

The risk of an IRS audit is probably much lower than you think. A look at the latest IRS statistics for 2016 reveals some interesting and reassuring facts about the risk of an IRS audit. Audits are becoming less common. The number of individual tax returns the IRS...

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