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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!

Client Portal

Fire Survival Starts with a Family Escape Plan

Feb 7, 2025 | Planning

Fire Survival Starts with a Family Escape Plan The recent wildfires in California forced thousands of families from their homes with little to no warning. If you ever find yourself in a similar situation where you need to evacuate your home with only a moment’s...

Tax Planning Tips for Your Business

Jan 15, 2025 | Finances, Planning

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

Jan 1, 2025 | Planning, Taxes

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

Dec 28, 2024 | Planning

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

Nov 25, 2024 | Finances, Planning

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...