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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 MoreResponding to a letter from the IRS isn’t a weekend do-it-yourself project that you should attempt to tackle on your own.In this month’s newsletter, learn why you should partner with a tax expert if you receive either a notification saying the IRS will be auditing you, or a notice that simply says another tax document was found and you owe an additional $100.Also in this edition, find out why retiring early is catching on FIRE, tips to avoid the summertime tax blues, and ideas to keep your summer energy costs as low as possible.As always, feel free to pass this information on to anyone that may find it useful and please call if you have any questions or concerns. Read more
No matter what season of life you find yourself in, the IRS will probably find a way to tax it. In this month’s newsletter, read through several situations where a tax planning session might make sense to help you try and cut your 2024 tax bill.Also learn how to prepare yourself financially when purchasing a vehicle, several ideas to unplug during this year’s summer season, and why every impression matters in the world of business.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more
Having a low tax bill doesn’t happen by accident. The best way to keep as much of your hard-earned money away from Uncle Sam as possible is by having a tax planning strategy that you revisit throughout the year.In this month’s newsletter, we’ve got some tax planning ideas to consider as you head into summer. Also learn several tips to help you change your money habits, ideas to teach your kids about money and banking, and how to protect your digital footprint.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more
If it seems like our tax code is complicated and confusing, well, it’s sort of true.And Congress keeps adding to this complexity with what seems like an ever-growing list of what is and is not taxable. With the April filing deadline right around the corner, this month’s newsletter has a fun quiz to test your knowledge about what our tax code says is subject to income taxes.There are also some great tips to help keep your plethora of passwords under control, ideas to help steer clear of common household accidents, and digital skills for today’s kids.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more
Missing tax documents can mean missing the date you're hoping to get your tax refund. In this month’s newsletter, read about common tax items that if missing, could cause a delay in filing your return.Also read through several ideas for building an emergency fund when money is scarce, ideas to consider when interest rates change, and the perils of too much social media.Please enjoy the information and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help. 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.