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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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It’s Tax Day!

Apr 7, 2025 | Planning, Taxes

It’s Tax Day! Here are some last-minute details and tips With the individual tax-filing deadline on Tuesday, April 15th, if you have not already done so, now is the time to complete all filing arrangements and payments. While this information is provided in our...

Annual Tax Quiz – Quirky Tax Facts!

Apr 1, 2025 | Taxes

Annual Tax Quiz – Quirky Tax Facts! From quirky tax laws to surprising deductions, this fun 10-question multiple choice quiz will test your knowledge about interesting tax facts from here and around the world. Let’s see how you do! 1. Given our British origins,...

Help! My tax form is wrong!

Jan 30, 2025 | Taxes

Help! My tax form is wrong! You may receive a tax document with incorrect information. You may also discover that a tax form you’re expecting was never delivered. Here are several situations you may encounter with incorrect information and what you can do about it....

When to Consider Filing Early

Jan 22, 2025 | Taxes

When to Consider Filing Early The tax filing season for 2024 tax returns is now officially open per the IRS. So when is the best time to file your tax return? Sometimes it makes sense to delay filing as long as possible, but on other occasions an early filing of your...

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...

Year-End Tax Savings Checklist

Dec 22, 2024 | Taxes

Year-End Tax Savings Checklist Great tax moves you can still make Conducting a year-end tax review of your financial situation can uncover opportunities to cut your tax bill or save you from an unpleasant tax surprise. But hurry, the clock is ticking! Here are several...