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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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The IRS is NOT Always Right

Oct 26, 2023 | Accounting, Taxes

The IRS is NOT Always Right Think twice about automatically paying the amount due on a notice Here are several quotes from actual IRS correspondence that serves as evidence that our national tax collection agency is not always right: Thank you for your correspondence....

Tax Court Corner – Three Cases, Three Great Tips

Oct 23, 2023 | Taxes

Tax Court Corner – Three Cases, Three Great Tips Here’s a roundup of several recent tax court cases and what they mean for you. Blogging for Taxes (Thomas v. Commissioner of IRS, 160 T.C. No. 4) The innocent spouse relief rule allows one spouse to avoid paying...

Taxes: Knowing the Basics is Key

Oct 19, 2023 | Taxes

Taxes: Knowing the Basics is Key It’s the starting point to saving money Understanding how our tax system works can be tricky for anyone. Whether you’re an adult who never paid much attention to the taxes being withheld from your paycheck or a kid who just...

Mitigating Business Risk with Cross-Training

Oct 16, 2023 | Business

Mitigating Business Risk with Cross-Training Cross-training to ensure more than one person knows key functional areas can be a win-win situation for you and your employees. Large companies often use it to prepare managers for future promotions. But in small companies,...

Take a Look at Better Savings Rates

Oct 12, 2023 | Finances, Planning

Take a Look at Better Savings Rates A silver lining to continued interest rate hikes by the Federal Reserve is being able to earn more interest on cash stashed in your savings accounts. How much interest, exactly, you can earn depends on where you do your banking....