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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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Tax Day is Here!

Apr 15, 2024 | Accounting

Tax Day is Here! Last-minute details, tips and freebies With the individual tax-filing deadline on Monday, April 15th, now is the time to complete all filing arrangements and payments. What follows is information typically provided in our filling instructions to you...

Annual Tax Quiz – Is It Taxable?

Apr 10, 2024 | Taxes

Annual Tax Quiz – Is It Taxable? The IRS seems to always have a surprise up its sleeve for the unsuspecting taxpayer. Here’s a fun True or False quiz to test your knowledge of what’s taxable. Enjoy! If a thief steals someone’s property, he owes tax...

Retirement Plan Options for Small Business Owners

Apr 3, 2024 | Business

Retirement Plan Options for Small Business Owners Offering a retirement plan can be a powerful tool when you’re competing to attract the best employees. And if you’re a sole proprietor, a retirement account can help you save even more money for the future. Here...

Oh No! Your Tax Refund is Now a Bill

Mar 29, 2024 | Taxes

Oh No! Your Tax Refund is Now a Bill Many taxpayers start preparing their tax return with hopes of receiving a sizable refund, only to find out that their actual refund is much smaller than expected — or that they actually owe the federal government money instead! If...

Important Moves to Consider When Interest Rates Change

Mar 26, 2024 | Finances, Planning

Important Moves to Consider When Interest Rates Change A domino effect occurs each time the Federal Reserve changes interest rates. An increase leads to higher rates for consumers when they borrow, while paving the way to better returns for savings accounts. A...