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Office Hours
*Our physical Westlake office is open Monday – Thursday from 9:00 AM to 4:00 PM. Fridays are available by appointment only. Phone support is available beyond these hours, so please don’t hesitate to call.
*To ensure the best experience and any one-on-one needs, we recommend you pre-schedule for in-person visits. We’re also happy to arrange phone or Zoom/Teams meetings, which can offer additional flexibility.

Client Portal

2026 Form W-9 & 1099 Reminder

Sep 23, 2026 | Accounting, Business, Planning, Taxes

2026 Form W-9 & 1099 Reminder It’s time to start preparing for issuing 2026 Forms 1099-NEC and 1099-MISC. Early preparation helps ensure your 1099s are accurate and filed timely–whether you prepare them internally or we prepare them on your behalf....

A Mid-Year Checklist for Small Business Owners

Jul 27, 2026 | Business, Planning

A Mid-Year Checklist for Small Business Owners Summer reveals what January planning can’t – which goals survived contact with customers, cash flow, and capacity. A mid-year review helps turn these lessons into better decisions for the months ahead. Here are several...

The Great Unplugging

Jul 20, 2026 | Planning

The Great Unplugging One generation’s quiet pushback against screen fatigue A growing number of people are stepping away from their electronic devices and returning to the physical world. Tired of being online all the time, many are rediscovering something that...

Common Tax Questions 2026

Jul 6, 2026 | Planning, Taxes

Common Tax Questions 2026 Here are several common tax questions and their answers. But like most things, there can be exceptions, so if in doubt always ask for help. Is money earned through Venmo, PayPal, or Cash App taxable? It depends on why you received the money....