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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!

The Good – and Not So Good – of AI

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...

2024 Form W-9 & 1099 Check In

2024 Form W-9 & 1099 Check In Summer is officially over and as we near the beginning of the 4th quarter, we again want to remind you of the importance of making sure that you are well on your way in gathering the information you will need (or we will need) in...

2024 Form W-9 & 1099 Reminder

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...

Tax Day is Here!

Tax Day is Here! Last-minute details, tips and freebies With the individual tax-filing deadline on Monday, April 15th, now is the time to complete all filing arrangements and payments. What follows is information typically provided in our filling instructions to you...

Moves to Improve Your Credit Score

Moves to Improve Your Credit Score While your credit score is a three-digit number that’s automatically assigned to you, this is one area of your financial life where you have quite a bit of control. The moves you make or don’t make with your credit can...

Every Business Needs Cash!

Every Business Needs Cash! 5 keys to better cash management Focusing on sales and profits can create a surprise for your business when there is not enough cash to pay the bills. Here are five practices to help improve your cash management. Create a cash flow statement...