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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!

Seasonal Jobs and Taxes: What You Need to Know

Seasonal Jobs and Taxes: What You Need to Know Summer work can be financially rewarding, but it can also come with tax consequences that are sometimes overlooked. Here are several ideas for managing your tax obligations that come with seasonal jobs. Keep it separate....

Keep Great Business Records with These Tips

Keep Great Business Records with These Tips Your bookkeeping system is the financial heart and lifeblood of your business. When set up and operating properly, your books help you make smart decisions and seamlessly turn your financial data into useful information....

Springboard Your Summer Job into Valuable Experience

Springboard Your Summer Job into Valuable Experience A summer job is more than just a way to earn extra cash — it’s an opportunity to build valuable skills, expand your network, and set yourself up for future success. Whether you’re working at a local café, interning...

The Unexpected Benefits of Doodling

The Unexpected Benefits of Doodling Ever catch yourself mid-call with the doctor or your internet provider, only to hang up and find your notepad full of squiggles, stars, and mystery objects? No, you weren’t just zoning out…you were doodling! You may have...

Estate Planning: Tips for Every Family

Estate Planning: Tips for Every Family If juggling priorities were an Olympic sport, young parents would win the gold medal. Raising kids, advancing careers, paying off student loans, and saving for a home is a lot. All this makes estate planning feel like a tomorrow...