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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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Ideas to Lower Your 2021 Tax Bill

Jul 14, 2021 | Planning, Taxes

Ideas to Lower Your 2021 Tax Bill Now is the time to begin tax planning for your 2021 return. Here are some ideas: Contribute to retirement accounts. Tally up all your 2021 contributions to retirement accounts so far, and estimate how much more you can stash away...

The Hidden Tax Consequences of Cryptocurrency

Jul 1, 2021 | Finances, Taxes

The Hidden Tax Consequences of Cryptocurrency You may recognize the name Bitcoin and maybe even Ethereum, but what about Litecoin, Dogecoin or Ripple? These are just some of the more than 4,500 cryptocurrencies available today. There are hidden tax complications,...

Understanding Tax Basics

May 31, 2021 | Taxes

Understanding Tax Basics Understanding how our tax system works can be tricky for anyone. Whether you’re an adult who never paid much attention to the taxes being withheld from your paycheck or a kid who just got his or her first job, understanding the basics...

Businesses Get More Time to Apply For PPP Loans

Apr 21, 2021 | Business, Taxes

Businesses Get More Time to Apply For PPP Loans Legislation provides other business relief provisions Here’s what you need to know about the Paycheck Protection Program (PPP) loans and other business relief provisions of the recently-passed American Rescue Plan...

New Tax Breaks Benefit Millions

Apr 7, 2021 | Finances, Planning, Taxes

New Tax Breaks Benefit Millions What you need to know The recently-passed American Rescue Plan Act contains several tax breaks for you and your family. Here are the major provisions of the bill that could mean more money in your pocket during the 2021 tax year. Child...

Individual tax return deadline moved to May 17

Apr 1, 2021 | Taxes

Individual tax return deadline moved to May 17 ALERT! Late Tax Legislation Creating Havoc Congress’ recent move to retroactively make a portion of 2020 unemployment income tax-free is creating havoc during this year’s tax filing season. Here is what you...