Thank You
A member of our team will be in touch with you, shortly. We appreciate your interest!
In the meantime, feel free to check out some of our most recent blog entries:
Quick Tips for Restaurant Bookkeeping
Tips for Managing Restaurant Bookkeeping Efficiently Long hours, high overhead, wasted food and difficulty making profits are just some of the challenges to success for restaurant owners. Yet, for those who love the business or who dream of having a place where...
How to Overcome Business Blind Spots
No matter how savvy of a business owner or leader you are, not only will there always be the opportunity for a blind spot to exist, but there will always be one at every point in time. A business blind spot is basically the lack of knowledge or understanding of some...
Teaching Your Kids About Financial Literacy
The Importance of Financial Literacy in Childhood When I was a kid, I always enjoyed earning a few dollars doing chores and mowing lawns. My sister and I would work hard to earn $5 picking up pine needles for our dad but had very different ideas on how to spend it. I...
Bookkeeping VS Accounting: What’s the Difference?
How to Transition from Bookkeeping to Accounting There is often a misconception that bookkeeping and accounting are the same thing. While bookkeeping and accounting are both essential functions, there are some important distinctions between the tasks of a bookkeeper...
How One More Year of Work Can Transform Your Retirement
Surprising Impacts of Delaying Retirement by a Year What is retirement? The definition of retirement is “the action or fact of leaving one's job and ceasing to work.” While most of us intend to stop working entirely by age 65, many Americans must continue working in...
American Rescue Plan Changes to Child Tax Credit
Is the Child Tax Credit Increasing Due To the American Recovery Act? Hey, folks, just want to take a quick minute or two to talk about the changes to the child tax credit. So the American rescue plan was just signed into law just recently by President Joe Biden. It's...
American Rescue Plan Unemployment Taxation
Key Tax Changes from the American Rescue Plan Hey y'all! I wanted to take a quick minute to talk about the unemployment changes as part of the new American rescue plan, which was just recently passed by President Joe Biden. This does a couple of things. So the first...
Stimulus Checks Round 3
What Is The Deal With Stimulus Checks Round 3? Hey everyone, I want to talk to you about the stimulus payments, the these new ones, at least the most recent ones that that are about to be being sent out under the American rescue plan, which was signed into law...
Have You Been a Victim of Identity Theft?
Understanding the Impact of Identity Theft Did you know that credit card fraud was the most common type of identity theft in 2020? Scammers calling themselves the Social Security Administration, the Internal Revenue Service, collection agents, your boss, and many...
Texas Declared Federal Disaster – What Does This Mean For My Taxes?
The Road to Recovery: Texas Federal Disaster Insights After suffering through a week of freezing temperatures, broken pipes and power outages, the White House issued a Federal Emergency Declaration for Texas. But what exactly does this mean? We are going to try to...
Insurance: The Who, What and Why
Understand Your Insurance Policy Effectively As a product, insurance has evolved dramatically over the past 50 years. There are so many different types that it can be difficult to know where you’re getting a great deal and when you’re being sold on something you don’t...
Tax Season Update
Tax Season Update: Your Guide to Recent Changes We all know that this year started out as anything but normal and now with the recent freezing temperatures, power and water outages, the trend continues. Tax Season Extended for Texas – June 15, 2021 Due to this winter...
How Investment Properties Are Taxed
How to Prepare for Taxes on Your Investment Properties Curious about investment properties and how that income can be taxed? Let me begin by telling you a little story that happened not too long ago in a city not too far away. Once upon a time, there was a tax advisor...
Tax Tips For Self-Employed Photographers
Tax Planning Tips for the Self-Employed Photographer While there are many perks to being your own boss, being self-employed creates additional responsibility. Most people who are employed can simply plan to make sure they have enough income tax withholding from their...
Frequently Asked 2021 Tax Questions
Understanding 2021 Tax Questions: Expert Insights With a new year brings new tax questions. Let’s dive into the most common tax questions I’ve heard in the month of January. Is my stimulus payment taxable? No, absolutely and unequivocally no. The stimulus money isn’t...