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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!

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Family Budgeting: Old versus New

Sep 25, 2025 | Finances, Planning

Family Budgeting: Old versus New Family budgeting has often less about numbers and more about finding something that works. But while budgeting used to involve envelopes, calculators, and arguments at the kitchen table, today’s families have upgraded (or...

New Tax Law Lightens Compliance for Small Businesses

Sep 21, 2025 | Business, Taxes

New Tax Law Lightens Compliance for Small Businesses The One Big Beautiful Bill Act of 2025 (OBBBA) expands several business tax benefits while easing certain compliance obligations. Here’s a summary of the key provisions affecting small businesses. Form 1099....

What the New Tax Bill Means for Parents

Sep 14, 2025 | Finances, Planning, Taxes

What the New Tax Bill Means for Parents Deductions, credits and more The One Big Beautiful Bill Act of 2025 (OBBBA) contains a number of tax breaks for parents. Here’s a summary of what’s in the bill for families, including planning tips to make the most...

The Self-Employed Pricing Trap (And How To Escape It)

Sep 11, 2025 | Business

The Self-Employed Pricing Trap (And How To Escape It) If you’re self-employed, there’s a good chance the rates you charge for your services are too low. Maybe you started out charging less to gain experience or attract clients, then never adjusted. This is the...

Tip and Overtime Tax Breaks Require Your Attention

Sep 7, 2025 | Planning, Taxes

Tip and Overtime Tax Breaks Require Your Attention Best advice? Be prepared NOW! Two new major tax changes, No Tax on Tips & No Tax on Overtime, are introduced in the One Big Beautiful Bill Act (OBBBA) passed on July 4, 2025. Here’s what you need to know...