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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

Help! My tax form is wrong!

Jan 30, 2025 | Taxes

Help! My tax form is wrong! You may receive a tax document with incorrect information. You may also discover that a tax form you’re expecting was never delivered. Here are several situations you may encounter with incorrect information and what you can do about it....

When to Consider Filing Early

Jan 22, 2025 | Taxes

When to Consider Filing Early The tax filing season for 2024 tax returns is now officially open per the IRS. So when is the best time to file your tax return? Sometimes it makes sense to delay filing as long as possible, but on other occasions an early filing of your...

Tax Planning Tips for Your Business

Jan 15, 2025 | Finances, Planning

Tax Planning Tips for Your Business As 2024 winds down, here are some ideas to help you prepare your business for filing your upcoming tax return: Informational returns. Identify all vendors who require a 1099-MISC and a 1099-NEC. Obtain tax identification numbers...

Creative Ways to Save Money

Jan 8, 2025 | Finances

Creative Ways to Save Money Saving money doesn’t have to be a chore. In fact, with a little creativity, it can be both fun and rewarding. Here are some interesting ways to boost your savings without feeling like you’re missing out. Embrace the 30-Day Rule. If...

The 2025 Tax Law Uncertainty

Jan 1, 2025 | Planning, Taxes

The 2025 Tax Law Uncertainty With the changes happening in Washington D.C., there is now some uncertainty about what tax policies we may see in 2025 and beyond. During this time of uncertainty, it is challenging to create a workable tax plan. But not to fear. There...