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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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Student Loan Forgiveness Creates New Tax Trap

Aug 1, 2018 | Finances, Taxes

Student Loan Forgiveness Creates New Tax Trap A new student loan forgiveness program of some student loan debt if other payments are made is creating a tax surprise for the unsuspecting student. Here is what you need to know. The debt forgiveness program dilemma To...

Become Debt-Free

Jul 23, 2018 | Finances

Become Debt-Free The average household carries $137,063 in debt, while the median household income is less than $60,000, according to data from the Federal Reserve and U.S. Labor Department. While it’s easy to get into debt, it can be hard to get out. Here are...
How to Locate Lost Retirement Benefits

How to Locate Lost Retirement Benefits

Jan 23, 2018 | Finances

How to Locate Lost Retirement Benefits For one reason or another, you may find yourself in a situation where you’ve lost track of a retirement account like a 401(k) or pension. There are several ways this can happen: Job change. People change jobs in...

2018 Tax Reform

Jan 2, 2018 | Finances, Planning, Taxes

2018 Tax Reform Congress has passed tax reform that will take effect in 2018, ushering in some of the most significant tax changes in three decades. Here are some major items in the new 2018 tax reform bill that impact individual taxpayers. Reduces income tax...

How to Handle an IRS Letter or Notice

Dec 21, 2017 | Finances, Taxes

How to Handle an IRS Letter or Notice The IRS mails millions of letters to taxpayers every year for a variety of reasons. Keep the following suggestions in mind to know how to handle an IRS letter or notice. Do not panic. Simply responding will take care of most IRS...

Don’t Create Holiday Debt

Dec 14, 2017 | Finances

Don’t Create Holiday Debt The pressure to please everyone with gifts during the holiday season can be immense. But if you succumb to the temptation to overcharge your cards or dig into your savings, you’ll start off the new year with a hole burned in your...