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Latest News

Dates to Remember

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How is my Bonus Taxed?

Are you bringing in a bonus this year? Fantastic! You should be proud of your hard work. I teach my three kids the same fundamental principle every week. Hard work pays off. It’s completely ingrained in them now. From anywhere in the house if I yell out “Hard work!” I...

How to Avoid Tax Scams

It can be scary to find out you've been the victim of any kind of scam. The world is abounding with scams from all walks of life and some of the scariest are the scams pretending to be the IRS. How on earth do you know if you're being scammed from the IRS? Pull up a...

Student Loan Forgiveness Updates & Taxes

Recently, you may have heard about student loan forgiveness on the news or read about changes online. President Joe Biden has canceled $11.5 billion of student loans since coming into office. The American Rescue Plan affects many student loan borrowers and may have a...

Where’s My Tax Refund?

We're in the last quarter of 2021 and the IRS is struggling with a huge stockpile of tax returns and refunds waiting to be processed which creates stress for filers. Although the IRS guaranteed taxpayers at the start of tax season that they would receive their refunds...

Major Changes to Form 1099-K for Contractors

If you received more than $600 in payments through Paypal, Venmo, Zelle or other online payment platforms, then you need to read about the major changes coming to form 1099-K that could impact your tax liability. Did you read the American Rescue Plan Act of 2021? The...

15. Medicare & Social Security

[iframe style="border:none" src="//html5-player.libsyn.com/embed/episode/id/20621576/height/100/width//thumbnail/no/render-playlist/no/theme/custom/tdest_id/2442602/custom-color/3f9143" height="100" width="100%" scrolling="no" allowfullscreen webkitallowfullscreen...

Ways to Save at the Grocery Store

We have all heard little tips on how to save when grocery shopping – ‘don’t buy that, it will go on sale soon’ or ‘don’t ever go shopping when you’re hungry, you’ll buy things you don’t need’. These tips are great for your wallet and sometimes your waistline. There...

COVID EIDL Program Updates Effective September 8, 2021

President Biden announced an expansion of the COVID-19 EIDL program, making a number of changes so that it is more accessible to small business owners. You can read a full breakdown by reading the fact sheet below. If you have any questions concerning your business...

Plug Your Spending Leaks

Do you have spending leaks in your budget that make it seem like your paycheck disappears as soon as it is deposited? Those spending leaks can disrupt your budget since you may not be aware that they exist. It's natural to ignore the small 'leaks' in your budget. You...

Home Buying Do’s and Don’ts

Are you in the market for buying a home? Recently, my husband and I decided to start looking for our first home. Of course, we initially thought about the fun things we want to do with our new home, such as decorating and making sure there is room for our dogs. What...

Needs Analysis

Free One Hour Discovery meeting for any new business owner looking for an advisor to help them with their taxes or accounting.

S-Corp & Partnership Filing Deadline

TX - June 15th, 2021

Non-TX - May 17th, 2021

Individual, Estate, Trust, & C-Corp Filing Deadlines

TX - June 15th, 2021

Non-TX - May 17th, 2021

Monthly Newsletter

We strive to be education focused in all we do. Sign up for our monthly newsletter to learn from the experts and improve your taxes and finances!

Latest News

How is my Bonus Taxed?

Are you bringing in a bonus this year? Fantastic! You should be proud of your hard work. I teach my three kids the same fundamental principle every week. Hard work pays off. It’s completely ingrained in them now. From anywhere in the house if I yell out “Hard work!” I...

How to Avoid Tax Scams

It can be scary to find out you've been the victim of any kind of scam. The world is abounding with scams from all walks of life and some of the scariest are the scams pretending to be the IRS. How on earth do you know if you're being scammed from the IRS? Pull up a...

Student Loan Forgiveness Updates & Taxes

Recently, you may have heard about student loan forgiveness on the news or read about changes online. President Joe Biden has canceled $11.5 billion of student loans since coming into office. The American Rescue Plan affects many student loan borrowers and may have a...

Where’s My Tax Refund?

We're in the last quarter of 2021 and the IRS is struggling with a huge stockpile of tax returns and refunds waiting to be processed which creates stress for filers. Although the IRS guaranteed taxpayers at the start of tax season that they would receive their refunds...

Major Changes to Form 1099-K for Contractors

If you received more than $600 in payments through Paypal, Venmo, Zelle or other online payment platforms, then you need to read about the major changes coming to form 1099-K that could impact your tax liability. Did you read the American Rescue Plan Act of 2021? The...

15. Medicare & Social Security

[iframe style="border:none" src="//html5-player.libsyn.com/embed/episode/id/20621576/height/100/width//thumbnail/no/render-playlist/no/theme/custom/tdest_id/2442602/custom-color/3f9143" height="100" width="100%" scrolling="no" allowfullscreen webkitallowfullscreen...

Ways to Save at the Grocery Store

We have all heard little tips on how to save when grocery shopping – ‘don’t buy that, it will go on sale soon’ or ‘don’t ever go shopping when you’re hungry, you’ll buy things you don’t need’. These tips are great for your wallet and sometimes your waistline. There...

COVID EIDL Program Updates Effective September 8, 2021

President Biden announced an expansion of the COVID-19 EIDL program, making a number of changes so that it is more accessible to small business owners. You can read a full breakdown by reading the fact sheet below. If you have any questions concerning your business...

Plug Your Spending Leaks

Do you have spending leaks in your budget that make it seem like your paycheck disappears as soon as it is deposited? Those spending leaks can disrupt your budget since you may not be aware that they exist. It's natural to ignore the small 'leaks' in your budget. You...

Home Buying Do’s and Don’ts

Are you in the market for buying a home? Recently, my husband and I decided to start looking for our first home. Of course, we initially thought about the fun things we want to do with our new home, such as decorating and making sure there is room for our dogs. What...

Dates to Remember

Needs Analysis

Free One Hour Consultation for any new business owner looking for an advisor to help them with their taxes or financials.

S-Corp & Partnership Filing Deadline

TX - June 15th, 2021

Non-TX - March 15th, 2021

Individual, Estate, Trust, & C-Corp Filing Deadlines

TX - June 15th, 2021

Non-TX - April 15th, 2021

Subscribe Now

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