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Office Hours
*Our physical Westlake office is open Monday – Thursday from 9:00 AM to 4:00 PM. Fridays are available by appointment only. Phone support is available beyond these hours, so please don’t hesitate to call.
*To ensure the best experience and any one-on-one needs, we recommend you pre-schedule for in-person visits. We’re also happy to arrange phone or Zoom/Teams meetings, which can offer additional flexibility.

Client Portal

Tax Planning: Now More Important Than Ever

Nov 13, 2023 | Planning, Taxes

Tax Planning: Now More Important Than Ever Thankfully it’s not too late to try and minimize your taxes for 2023. If you haven’t scheduled a tax planning session, now is a great time to do so. Here’s how a tax planning session can potentially help your situation:...

The IRS is NOT Always Right

Oct 26, 2023 | Accounting, Taxes

The IRS is NOT Always Right Think twice about automatically paying the amount due on a notice Here are several quotes from actual IRS correspondence that serves as evidence that our national tax collection agency is not always right: Thank you for your correspondence....

Tax Court Corner – Three Cases, Three Great Tips

Oct 23, 2023 | Taxes

Tax Court Corner – Three Cases, Three Great Tips Here’s a roundup of several recent tax court cases and what they mean for you. Blogging for Taxes (Thomas v. Commissioner of IRS, 160 T.C. No. 4) The innocent spouse relief rule allows one spouse to avoid paying...

Taxes: Knowing the Basics is Key

Oct 19, 2023 | Taxes

Taxes: Knowing the Basics is Key It’s the starting point to saving money 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...

Your Home is a Bundle of Tax Benefits

Oct 4, 2023 | Taxes

Your Home is a Bundle of Tax Benefits There are many tax benefits built into home ownership. Here is a review of the most common. The home gain exclusion. When you sell an asset for a profit, it creates a taxable event. If the asset, though, is your primary residence,...

Multiple Jobs: Be Prepared for Tax Surprises

Sep 18, 2023 | Taxes

Multiple Jobs: Be Prepared for Tax Surprises Working more than one job can help maximize income, but also potentially create a tax surprise. Here are several be aware of: Social Security Surprise As a full-time employee, the most you’ll have to pay in Social...