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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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Key 2020 Coronavirus Tax Changes

May 13, 2020 | Taxes

Key 2020 Coronavirus Tax Changes Coronavirus uncertainty abounds. Thankfully, by monitoring tax changes on your behalf, we can work together to navigate the right path for you and your family. Here is a round-up of tax-related laws and information to help with tax...

Test Your State Tax Knowledge

May 1, 2020 | Taxes

Tax Quiz: Who’s the Highest? Take this trivia quiz and test your state tax knowledge! Here’s a quiz to test your state tax IQ and give you some fun facts about the taxes paid by friends in other states. Thinking about buying a new house? Which state has the...

Tax Deadlines Move to July 15

Apr 15, 2020 | Taxes

Tax Deadlines Move to July 15 The April 15 federal income tax filing due date has been moved to July 15, the U.S. Treasury Department and IRS recently announced. Here is what you need to know: The due dates for all tax payments normally due April 15 have been pushed...

You NEED These Documents to File Your Taxes!

Mar 11, 2020 | Taxes

You NEED These Documents to File Your Taxes! It’s easy to get inundated with documents during tax season. You can receive documents from many different organizations, including employers, financial institutions and others. Many documents are now also being sent via...

How the Lottery Preys on Americans

Feb 6, 2020 | Finances, Taxes

How the Lottery Preys on Americans The Highest Taxed Money in America If you were told to voluntarily pay 75% of your wages to government-sponsored programs for the rare chance of getting everyone else’s remaining 25%, would you do it? Most everyone enjoys...

There’s Still Time to Fund Your IRA

Jan 10, 2020 | Taxes

There’s Still Time to Fund Your IRA There is still time to fund your IRA and make a contribution to a traditional IRA or Roth IRA for the 2019 tax year. The annual contribution limit is $6,000 or $7,000 if you are age 50 or over. Prior to making a contribution,...