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Our company specializes in accounting and tax preparation services for a wide variety of clients. We specialize in:
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Tax returns and filing instructions have been prepared for 1000's of individual clients each year.
Learn MoreThe temperature isn’t the only thing falling this time of year.Your 2023 tax bill can also be falling with a little bit of proactive planning, but time is running out!To help you make the most of potential tax saving moves before the end of the year, this month's newsletter features several year-end tax cutting ideas.Also have fun with the entire family by testing your holiday knowledge with our annual trivia quiz! Also learn about tax surprises to watch out for, and some key ingredients to be mindful of if you’re a part of a business partnership.Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have. Read more
This month's newsletter outlines Social Security’s cost-of-living adjustment for 2024, plus some basic information on how Social Security works. And there is still time to take action to reduce this year's tax bill. Please review the tax planning articles to bring some ideas top of mind for yourself and your business.With the holidays approaching now is a great time to review five great money saving tips plus there is a great article for anyone considering the use of bartering.Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have. Read more
Powerful. Always right. Intimidating.These are some of the descriptions used to describe our nation's tax collection agency, the IRS. But believe it or not, the IRS is wrong more often than you think.In this month's newsletter, read about several recent tax court cases, including one where the IRS was stopped by a judge from issuing an additional $420,000 in taxes and $84,000 in penalties.Also find out why a letter you may receive from the IRS doesn't always have accurate information, along with some tips on how to respond.In addition, there are 5 great money ideas and ways you can protect your personal information from being collected and used by companies.As always, please pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns. Read more
With interest rates continuing to increase, what could be better than making a purchase with 0% interest? In reality, financing a purchase with a 0% interest rate may be more trouble than it’s worth, as we explain in this month’s newsletter.Also discover the hidden tax benefits of owning a home, how students and teachers can sharpen their AI toolkit for the upcoming school year, and where you can find a savings account with a great interest rate.As always, please pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns. Read more
Preventing unwanted tax surprises starts with proper planning. And there’s no better time than now to begin looking at how you can cut next year’s tax bill. In this month’s newsletter, we’ve included several situations when it makes sense to schedule a tax review so you can try and avoid a future tax surprise.Also read about several ideas for mastering your credit card, tips to lower the cost of your auto insurance, and how you can become a better problem solver.As always, please feel free to pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns. Read more
As tax preparers , we have always protected your right to privacy. Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared. We retain records relating to professional services as required by federal law, to assist you with your professional needs, and to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.