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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

Sharpen Your AI Toolkit for the Upcoming School Year

Oct 9, 2023 | Planning

Sharpen Your AI Toolkit for the Upcoming School Year Artificial intelligence got pushed front and center in America’s classrooms with the release of ChatGPT in late 2022. As a new school year gets underway, here are some ideas for both students and teachers to...

Your Home is a Bundle of Tax Benefits

Oct 4, 2023 | Taxes

Your Home is a Bundle of Tax Benefits There are many tax benefits built into home ownership. Here is a review of the most common. The home gain exclusion. When you sell an asset for a profit, it creates a taxable event. If the asset, though, is your primary residence,...

The Trouble With 0% Financing

Sep 26, 2023 | Finances, Planning

The Trouble With 0% Financing Companies want to make it easy to buy their big ticket items, especially at times of economic uncertainty. A popular technique is to offer 0% financing when you buy furniture, electronics and other household items. You can also take...

Hiring Family Members – What You Need to Know!

Sep 21, 2023 | Business

Hiring Family Members – What You Need to Know! Many business owners hire their children, their spouse, or other family members to work in their business. Sometimes this works out well. Other times it causes problems. Here are some of the key pros and cons of...

2023 Form W-9 & 1099 Check-In

Sep 19, 2023 | Business, Planning

2023 Form W-9 & 1099 Check-In Summer is officially over and as we near the beginning of the 4th quarter, we again want to remind you of the importance of making sure that you are well on your way in gathering the information you will need (or we will need) in...