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Welcome to our blog!  Here you will find useful information about our office as well as articles of interest. Whether you want to see if we're open on an upcoming holiday or check out ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Monday, September 27, 2021

Now, after many years in one location we are making a change ourselves. It is long past the time that we have needed to upgrade and enlarge our office space. Now it is done. We have moved all our staff and operations to a new location...

Friday, July 30, 2021

On July 27th, the IRS released a notice requesting tax professionals to encourage their clients to voluntarily obtain IRS IP PIN numbers to protect against tax-related identity theft. This is a program offered by the IRS that helps...

Sunday, July 18, 2021

The Advanced Child Tax Credit Payments have started going out. When it comes time to do your 2021 tax return, your tax professional is going to need to know how much you received. Use this Child Tax Credit Payment Tracker form...

Wednesday, June 23, 2021

Summer brings the perfect time for BBQs with friends, fun in the sun, and making memories at the beach or pool. With the first half of the year in the rearview mirror, summer also gives us a chance to perform a mid-year assessment on...

Saturday, May 29, 2021

You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...

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Friday, April 30, 2021

The American Rescue Plan Act (ARPA) of 2021 expands the federal Child Tax Credit (CTC) rules. These changes are temporary and only apply to the 2021 tax year. This new law is intended to help out parents; but there are some important...

Thursday, April 15, 2021

Did you know you can pay your tax obligations online? Paying the IRS - There are five ways to pay your taxes to the IRS, including an option for paying your taxes in installments. Read about your options here. One option is to pay...

Friday, March 19, 2021

Over the past several days, there have been some major changes that impact 2020 tax returns. Here is what you need to know: Federal Tax Filing & Payment Deadline Extended for Individuals On March 17, 2021, the IRS announced that it...

Thursday, March 18, 2021

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

Monday, March 1, 2021

We know, at times, that retirement decisions can be confusing and there is substantial information surrounding the investment vehicles that can be utilized to reach your retirement goals. We thought we’d send along some...

Monday, January 4, 2021

Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to help with that...

Sunday, January 3, 2021

We all know that feeling when April rolls around each year: “I NEED to lower my taxes!”The good news is that there are some strategic planning strategies that can help. As part of our planning process, we work with our...

Monday, December 28, 2020

We wish you a happy new year! Despite a crazy year or perhaps because of it, many Americans will be making financial resolutions for 2021. If you’d like to put some of this year’s focus on financial goals but haven’t...

Sunday, December 27, 2020

Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...

Wednesday, November 11, 2020

Hello! Welcome to our brand new website and blog! We're excited to share with you our newly re-designed website. Please take a look around! We've got lots of new tools and resources for you to use. You can find multiple ways to contact...