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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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IRS Warns of Identity Theft Signs

Oct 18, 2021 | Finances

IRS Warns of Identity Theft Signs With identity thieves continuing to target the tax community, the IRS is urging you to learn the new identity theft signs so you can react quickly to limit any damage. The common signs of ID theft Here are some of the common signs of...

Even Non-Income Tax States Have Taxes

Oct 15, 2021 | Finances, Taxes

Even Non-Income Tax States Have Taxes With the increased popularity of working-at-home, you may consider moving to one of the nine states that don’t impose an individual income tax. Before doing so, you should understand how each of these states raises its...

It’s BACK! Inflation is Among Us.

Oct 1, 2021 | Finances

It’s BACK! Inflation is Among Us. How to shield your money from inflation. Recent high inflation rates are driving up the price for almost everything and eroding the value of your money. With varying opinions on the potential duration of the current inflation...

Get the Best Bank for Your Buck

Sep 7, 2021 | Finances

Get the Best Bank for Your Buck A checking account at one bank is the same as a checking account at another bank, right? Well, maybe not. In fact, according to the J.D. Power 2021 U.S. Retail Banking Satisfaction Study, now 41% of people do all their banking online....

Get Your Child Tax Credit Payments NOW!

Aug 21, 2021 | Finances, Taxes

Get Your Child Tax Credit Payments NOW! The first advance payment from the newly expanded child tax credit was recently sent out by the IRS. Payments are scheduled to be made on the 15th of each month through December. Here’s what you need to know about the child tax...

Common Tax Mistakes When Selling a Home

Aug 7, 2021 | Finances, Planning

Common Tax Mistakes When Selling a Home With home sales booming throughout much of the country, you may decide that now’s the right time to put your abode on the market. If you do put your primary residence up for sale, try to steer clear of the following...