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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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Watch Out For These Tax Surprises

Jun 28, 2025 | Planning, Taxes

Watch Out For These Tax Surprises Our tax code contains plenty of opportunities to cut your taxes. There are also plenty of places in the tax code that could create a surprising tax bill. Here are some of the more common traps. Home office tax surprise. If you deduct...

Seasonal Jobs and Taxes: What You Need to Know

Jun 22, 2025 | Finances, Taxes

Seasonal Jobs and Taxes: What You Need to Know Summer work can be financially rewarding, but it can also come with tax consequences that are sometimes overlooked. Here are several ideas for managing your tax obligations that come with seasonal jobs. Keep it separate....

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...