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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

Give Your Personal Brand a Boost

Feb 21, 2024 | Planning

Give Your Personal Brand a Boost The idea of building a personal brand might seem intimidating, but the benefits can be career-altering. Not only does your brand promote you to the entire market, but it also solidifies your standing within your network, where most new...

Reasons to File Your Tax Return Early

Feb 15, 2024 | Taxes

Reasons to File Your Tax Return Early When it makes sense to file a tax return as soon as you can The 2024 tax season for 2023 tax returns is now officially underway. Here are several reasons to consider filing your tax return early. To get your refund. There’s...

Moves to Improve Your Credit Score

Feb 13, 2024 | Accounting, Finances, Planning

Moves to Improve Your Credit Score While your credit score is a three-digit number that’s automatically assigned to you, this is one area of your financial life where you have quite a bit of control. The moves you make or don’t make with your credit can...

Yes! You Owe Tax on That

Feb 8, 2024 | Taxes

Yes! You Owe Tax on That 6 Surprising Taxable Items If something of value changes hands, you can bet the IRS considers a way to tax it. Here are six taxable items that might surprise you: Surprise #1: Hidden treasure – In 1964, a married couple discovered $4,467...

Best Way to Avoid an IRS Audit: Preparation

Jan 31, 2024 | Taxes

Best Way to Avoid an IRS Audit: Preparation Getting audited by the IRS is no fun. Some taxpayers are selected for random audits every year, but the chances of that happening to you are very small. You are much more likely to fall under the IRS’s gaze if you make...