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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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How to Eliminate Tax Surprises

Sep 30, 2020 | Planning, Taxes

How to Eliminate Tax Surprises What is normally a reliable estimate of your taxes – the amount of money withheld from your paychecks by your employer – may be an unreliable estimate this year thanks to the current pandemic. Even worse, using the safety net of paying...

NEW Tax Rules for 2020!

Aug 31, 2020 | Planning, Taxes

NEW Tax Rules for 2020! Here are several new tax rules for 2020 to consider as you start planning your 2020 tax obligation. Make up to $300 of charitable contributions. For the 2020 tax year only, an above-the-line deduction of $300 is available to all Americans who...

Be Prepared for Pandemic Tax Surprises

Jun 7, 2020 | Taxes

Be Prepared for Pandemic Tax Surprises Numerous new laws provide economic relief to individuals and businesses hardest hit by this year’s pandemic. This much-needed financial assistance, however, comes with a few strings attached. Here are three potential surprises if...

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...