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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!

Seven Tips For Financial Wellness In 2021

Seven Tips For Financial Wellness In 2021 A global pandemic has us all examining our finances. Perhaps 2021 is the year to shift focus. Here are seven tips to help you become more financially fit. Create a budget. It’s easy to get into financial trouble if you spend...

Make Preparations for Form 1099s This Year

Make Preparations for Form 1099s This Year Be looking for new Form 1099-NEC! Here are three tasks to consider that will make meeting your business’s information reporting requirements less stressful this tax season. Review your general ledger. Even if...

Budgeting Methods That Work

Budgeting Methods That Work Which unique method of budgeting will work for you? You have your own unique personality, preferences and lifestyle. Likewise, how you manage and organize your finances can have its own personality, including how you budget. Here are five...

Should You Incorporate Your Business?

Should You Incorporate Your Business? You may have started your business as a simple sole proprietorship that files its taxes as a Schedule C on your Form 1040. As your business grows, you may want to change the structure. Here are several scenarios where it may make...

Cash or Bartering?

Cash or Bartering? How swapping products and services could benefit your business Bartering, the act of trading goods or services with other goods or services instead of money, is more popular than ever. With high unemployment rates and cash flow being stressed,...

Missing Stimulus Check

Missing Stimulus Check Help! My Stimulus Payment is Wrong or Missing! Millions of Americans already received their economic impact payment. But what if you’re still waiting or your payment was for an incorrect amount? Here are some common scenarios why you may...