We know your top priorities are paying less tax and keeping more of your hard-earned profits. This is best accomplished with comprehensive tax planning. Whether you’re a business or an individual, our tax experts work with you throughout the year to develop a highly personalized plan with tax-saving strategies that are tailored to your situation.
Our dedication to you doesn't stop after April 15th. We continually look for ways to minimize your tax liabilities and maximize your after-tax dollars. We are diligent about keeping current on the tax laws, codes, and regulations that affect you, and are committed to examining all the tax-saving opportunities available to you—while remaining in full compliance with IRS statutes.
To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our website. Login any time to review the documents electronically and track the progress of your e-filed return.
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:
If you are expecting a refund this year, you may be tempted to splurge on something not-so-practical. Before you do, take some time to think about ways to use your refund to bolster your financial health. We’ve put together a few ideas for you to consider: