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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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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...

Taxes: Understanding the Essentials

Dec 5, 2024 | Finances, Taxes

Taxes: Understanding the Essentials Navigating the tax system can be challenging for everyone, whether you’re an adult who hasn’t paid much attention to paycheck deductions or a young person starting your first job. A crucial first step in managing taxes...

Watch Out for These Tax Myths

Nov 20, 2024 | Taxes

Watch Out for These Tax Myths MYTH: /miTH/ (noun) – a widely held but false belief or idea Many myths about the IRS and the tax code have been amplified online in recent years. Here are several myths that if you believe them, could leave you with an expensive tax...

Think Before Tapping 401(k)s and IRAs as Emergency Fund

Nov 7, 2024 | Finances, Taxes

Think Before Tapping 401(k)s and IRAs as Emergency Fund All Americans are now allowed to withdraw up to $1,000 every year from retirement accounts to pay for a broad range of emergency expenses. There are several reasons, however, why you should avoid tapping your...

Tax Credit or Tax Deduction: Understand the Difference

Oct 14, 2024 | Finances, Taxes

Tax Credit or Tax Deduction: Understand the Difference Tax credits are some of the most valuable tools around to help cut your tax bill. But figuring out how to use these credits on your tax return can get complicated very quickly. Here’s what you need to know....