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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!

Client Portal

The Secret Life of Everyday Gadgets

Jul 7, 2025 | Finances

The Secret Life of Everyday Gadgets: What Your Devices Are Doing When You’re Not Using Them You put your phone down. Close your laptop. Step away from the smart speaker. You think you’ve hit pause, that the lights go out and the gadgets sleep. But no. The show...

What Banks Don’t Tell You About Credit Cards

Jul 1, 2025 | Accounting

What Banks Don’t Tell You About Credit Cards Credit cards may offer convenience and opportunities to build credit, but they also come with terms and conditions that aren’t always advertised. Here are several credit card secrets that banks may not tell you about....

Watch Out For These Tax Surprises

Jun 28, 2025 | Planning, Taxes

Watch Out For These Tax Surprises Our tax code contains plenty of opportunities to cut your taxes. There are also plenty of places in the tax code that could create a surprising tax bill. Here are some of the more common traps. Home office tax surprise. If you deduct...

Seasonal Jobs and Taxes: What You Need to Know

Jun 22, 2025 | Finances, Taxes

Seasonal Jobs and Taxes: What You Need to Know Summer work can be financially rewarding, but it can also come with tax consequences that are sometimes overlooked. Here are several ideas for managing your tax obligations that come with seasonal jobs. Keep it separate....

Keep Great Business Records with These Tips

Jun 15, 2025 | Accounting, Business

Keep Great Business Records with These Tips Your bookkeeping system is the financial heart and lifeblood of your business. When set up and operating properly, your books help you make smart decisions and seamlessly turn your financial data into useful information....