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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!

Tax Planning Tips for Your Business

Tax Planning Tips for Your Business As 2024 winds down, here are some ideas to help you prepare your business for filing your upcoming tax return: Informational returns. Identify all vendors who require a 1099-MISC and a 1099-NEC. Obtain tax identification numbers...

The 2025 Tax Law Uncertainty

The 2025 Tax Law Uncertainty With the changes happening in Washington D.C., there is now some uncertainty about what tax policies we may see in 2025 and beyond. During this time of uncertainty, it is challenging to create a workable tax plan. But not to fear. There...

The Art of Selfless Giving

The Art of Selfless Giving Capture the spirit of the holidays We are a generation past the hardships of the dust bowl and the Great Depression. And we are a generation well into an economy based upon consumption. And in this environment, Santa presents an interesting...

2025 Social Security Changes

2025 Social Security Changes 2025 Social Security Find out how your benefits have changed Average Retirement Benefits Starting January 2025 Average Benefits – All Workers 2025: $1,976/mo (+$69) 2024: $1,907/mo Maximum Benefits for Workers Retiring at Full...

Taming Monthly Bill Creep

Taming Monthly Bill Creep You notice one of your monthly expenses just went up from $25 to $28. Six months later and you’re now paying $35. Fast forward another 18 months and now the charge is $50 a month. If you have an expense on autopay, you may go several...