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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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Time to Schedule Your Tax Planning Session

Sep 17, 2021 | Planning, Taxes

Time to Schedule Your Tax Planning Session Now is the time to schedule a tax planning session. Here are some benefits and advantages to consider: It can make a difference. This is especially true if you have a major event that occurs during the year. For example: Even...

Internet Tracking: The creepy spying game

Sep 1, 2021 | Planning

Internet Tracking The creepy spying game of the internet Companies are following your every move. When you have a cell phone, they are tracking what apps you use, where you go, who you talk to and more! Other smart devices listen to your conversations in your home,...

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...

Hi-Tech Travel – Just Around the Corner

Jul 28, 2021 | Planning

Hi-Tech Travel – Just Around the Corner Living in the information age, we are accustomed to new and innovative tools that change the way we live. We can control everything in our homes with our voice. We can talk face-to-face, albeit digitally, with anyone,...

Ideas to Lower Your 2021 Tax Bill

Jul 14, 2021 | Planning, Taxes

Ideas to Lower Your 2021 Tax Bill Now is the time to begin tax planning for your 2021 return. Here are some ideas: Contribute to retirement accounts. Tally up all your 2021 contributions to retirement accounts so far, and estimate how much more you can stash away...

How to Roll with a Continuous 12-Month Forecast

Jun 28, 2021 | Finances, Planning

How to Roll with a Continuous 12-Month Forecast Tax and financial planning is a year-round proposition. In fact, you can benefit personally from a continuous, 12-month rolling forecast, much like a business does. What is a rolling forecast? Rolling forecasts let you...