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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!

You Need Tax Planning If…

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.

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!

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?

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...

Oh No! Your Tax Refund is Now a Bill

Oh No! Your Tax Refund is Now a Bill Many taxpayers start preparing their tax return with hopes of receiving a sizable refund, only to find out that their actual refund is much smaller than expected — or that they actually owe the federal government money instead! If...

Common Missing Tax Return Items

Common Missing Tax Return Items Want your tax return filed quickly and without error? Then, double-check this list of items that are often overlooked. These missing items often cause delays in getting your tax return filed: Forms W-2 and 1099. Using last year’s...