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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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Beware of Scammers Targeting Your Tax Info, Warns IRS

Sep 14, 2024 | Taxes

Beware of Scammers Targeting Your Tax Info, Warns IRS Social media is an easy way for scammers and others to try encouraging people to pursue some really bad ideas, and that includes ways to magically increase your tax refund. – IRS Commissioner Danny Werfel Tax...

Partner With a Tax Expert if the IRS Comes Knocking

Aug 14, 2024 | Business, Taxes

Partner With a Tax Expert if the IRS Comes Knocking Sleuthing your way through a tax audit or responding to a letter from the IRS by yourself is not the same as fixing a leaky faucet or changing your oil. Here are reasons to partner with a tax professional as soon as...

You Need Tax Planning If…

Jul 1, 2024 | Planning, Taxes

You Need Tax Planning If… Life can alter your taxes with little to no warning. Here are several situations where you may need to schedule a tax planning session: Getting married or divorced. You could get hit with a Marriage Penalty in certain situations when...

Kids Can Be Expensive! Here Are Some Tax Breaks to Help.

Jun 29, 2024 | Finances, Taxes

Kids Can Be Expensive! Here Are Some Tax Breaks to Help. Kids can pose challenges from every direction for their parents – feeding times, car seats, sleep schedules, strollers, child care, and of course…taxes! What most parents don’t consider is that these...

Start Your Tax Planning NOW!

May 14, 2024 | Planning, Taxes

Start Your Tax Planning NOW! Keeping your taxes as low as possible requires paying attention to your financial situation throughout the year. Here are some tips for getting a head start on tax planning for your 2024 return: Review your paycheck withholdings. Now is a...

Annual Tax Quiz – Is It Taxable?

Apr 10, 2024 | Taxes

Annual Tax Quiz – Is It Taxable? The IRS seems to always have a surprise up its sleeve for the unsuspecting taxpayer. Here’s a fun True or False quiz to test your knowledge of what’s taxable. Enjoy! If a thief steals someone’s property, he owes tax...