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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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Year-End Tax Planning Tips for Your Business

Dec 7, 2025 | Accounting

Year-End Tax Planning Tips for Your Business As 2025 winds down, here are some ideas to help you prepare for filing your upcoming tax return: Informational returns. Identify all vendors who require a 1099-MISC and a 1099-NEC. Obtain tax identification numbers (TINs)...

What Banks Don’t Tell You About Credit Cards

Jul 1, 2025 | Accounting

What Banks Don’t Tell You About Credit Cards Credit cards may offer convenience and opportunities to build credit, but they also come with terms and conditions that aren’t always advertised. Here are several credit card secrets that banks may not tell you about....

IRS Backlog of Historical Proportions

Jun 26, 2025 | Accounting

IRS Backlog of Historical Proportions What you need to know if one of your tax returns is stuck The IRS is coping with a backlog of historical proportions and it is impacting millions of taxpayers. According to IRS sources, as of July 31, there are still over 13...

Year-End Tax Moves

Jun 26, 2025 | Accounting

Tax Moves to Make Before Year-End There are always moves you can make to reduce your taxable income. Some of these tax-saving moves, however, must be completed by December 31. Here are several to consider: Tax loss harvesting. If you own stock in a taxable account...

Year-End Tax Moves

Jun 26, 2025 | Accounting

Year-End Tax Moves There are always moves you can make to reduce your taxable income. Some of these tax-saving moves, however, must be completed by December 31. Here are several to consider: Tax loss harvesting. If you own stock in a taxable account that is not in a...

Ideas to Improve Your Personal Cash Flow

Jun 26, 2025 | Accounting

Ideas to Improve Your Personal Cash Flow One of the most common reasons businesses fail is due to lack of proper cash flow. The same is often true in many households. Here’s how this concept of cash flow applies to you along with some ideas to improve it. Cash...