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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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2024 Form W-9 & 1099 Reminder

Sep 27, 2024 | Accounting, Business, Planning

It is that time of year when you need to start preparing for issuing 1099-NECs and 1099-MISC. Early preparation assists you (or us if we are preparing on your behalf) in making sure your 1099s are prepared accurately and filed timely. Q. Who is subject to receive a...

Banks Won’t Always Save You from Scams

Sep 21, 2024 | Finances

Banks Won’t Always Save You from Scams It’s easy to feel secure about the money you deposit with a bank you’ve come to trust. After all, most banks and credit unions offer certain levels of protection against fraudulent transactions. Banks, however, won’t...

Beware of Scammers Targeting Your Tax Info, Warns IRS

Sep 14, 2024 | Taxes

Beware of Scammers Targeting Your Tax Info, Warns IRS Social media is an easy way for scammers and others to try encouraging people to pursue some really bad ideas, and that includes ways to magically increase your tax refund. – IRS Commissioner Danny Werfel Tax...

Increasing the Worth of Your Most Valuable Asset

Sep 7, 2024 | Planning

Increasing the Worth of Your Most Valuable Asset If someone asks what your most valuable asset is, your answer might be your house, vehicle, or investment portfolio. But there’s another answer to this question that’s worth considering – yourself. As you...

Expand Your Professional Vocabulary

Sep 1, 2024 | Business

Expand Your Professional Vocabulary In our fast-moving world, using concise yet descriptive words and phrases can be very powerful when communicating important thoughts and ideas. While the term can incite eye-rolls if overused, certain words and associated phrases...