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What is credit and how do I get it?

What is credit and how do I get it?

The Essential Guide to Understanding Credit Credit scores are so important to U.S. citizens, yet 14% of the population is “credit invisible”. This means they have never received a line of credit or borrowed money in the past seven years. While most people aren’t...
What Is Gift Tax?

What Is Gift Tax?

Since we’re in the season of giving and we so love this season, I thought this would be a great subject to tackle! What Is A Gift Tax? A gift tax is the tax on money or property that one living person gives to another. Items received upon the death of another are...
4 Key ratios to look for in your business

4 Key ratios to look for in your business

Understanding Key Business Ratios For business owners, it is important to be able to examine the financial structure and health of their business. Although there does not need to be any negative concerns with a business to prompt an owner to want to take a deeper look...
The Cure for the Common Finances

The Cure for the Common Finances

Tips to Cure Your Common Financial Issues For over 12 years of providing professional tax advice and helping my clients build financial vision, I’ve found there are three financial principles that are true for most people: The more you make, the more you spend. “Goals...
When should you amend your tax return?

When should you amend your tax return?

The Ultimate Guide to Amending Your Tax Return For many taxpayers there is minimal information necessary to file their income taxes. Other taxpayers have multiple sources of income that must be reported, as well as various deductions and credits that must be...