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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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Taxes: Understanding the Essentials

Dec 5, 2024 | Finances, Taxes

Taxes: Understanding the Essentials Navigating the tax system can be challenging for everyone, whether you’re an adult who hasn’t paid much attention to paycheck deductions or a young person starting your first job. A crucial first step in managing taxes...

Avoid Sneaky Fees Draining Your Bank Account

Dec 5, 2024 | Finances

Avoid Sneaky Fees Draining Your Bank Account Inflation isn’t the only reason why your wallet or purse feels lighter these days. Sneaky fees are finding their way into things we buy every day. Here are some common fees you may encounter and what you can do to...

The Good – and Not So Good – of AI

Nov 30, 2024 | Accounting

The Good – and Not So Good – of AI At its heart, technology exists to solve problems and enrich our lives, but its journey is rarely straightforward. The rapid integration of Artificial Intelligence (AI) into everyday tools—like search engines, smart...

2025 Social Security Changes

Nov 25, 2024 | Finances, Planning

2025 Social Security Changes 2025 Social Security Find out how your benefits have changed Average Retirement Benefits Starting January 2025 Average Benefits – All Workers 2025: $1,976/mo (+$69) 2024: $1,907/mo Maximum Benefits for Workers Retiring at Full...

Watch Out for These Tax Myths

Nov 20, 2024 | Taxes

Watch Out for These Tax Myths MYTH: /miTH/ (noun) – a widely held but false belief or idea Many myths about the IRS and the tax code have been amplified online in recent years. Here are several myths that if you believe them, could leave you with an expensive tax...