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:
How Do Tax Brackets Work?
The Impact of Tax Brackets on Your Financial Planning There are actually two ways to look at your tax bracket. One is called your marginal tax bracket, and one is your effective tax bracket. Marginal Tax Bracket Your marginal tax bracket is the thing that is most...
3 Ways to Run Your Business More Efficiently to Save Time and Money
Ways to run a business Small business owners have very limited resources. Because of this, they have to make smart decisions about their time and money. Some of the best ways to save on both will likely surprise you. Below we have highlighted three tips to make your...
The 80/20 Year of 2020; How Your Emotions Can Positively Affect Your Finances
Emotions and Money: A Guide to Financial Empowerment I read a Garfield comic when I was about 12 years old that I’ll never forget. “When is the most popular day to start a diet? Tomorrow.” We’re at that time of year when people make New Year’s resolutions. I’ll tell...
To Roth or Not to Roth, That is the Question
IRA stands for Individual Retirement Account. There are two primary types, Traditional IRA and Roth IRA. In this post I’m going to give you the basic information you need to help determine which type is best for you to contribute to annually. Employee Retirement...
LLC vs S Corp, the tax implications of having a Business
LLC vs S Corp: Navigating Business Tax Implications Many people start a business and are confused about what an LLC or an S-Corp is. They also don’t understand why they would be electing to be an LLC or an S-Corp. As it concerns a business and its taxes, understanding...
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?
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...
Budgeting in the Rewards: How to Make Sure You Can Recognize Your Employees for Doing Great
Budgeting Tips for Effective Employee Appreciation One of the most common reasons a company may have a high turnover rate in terms of their employees is because they don't recognize their hard work enough. This is backed by various studies that show that employees...
A Better Way to Manage Expenses
A Better Way to Manage Expenses Are you properly tracking and managing your small business’ expenses? These are costs associated with operating your business. Every business owner practices accounting: from solopreneurs collecting payments to startups paying rent on a...
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
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?
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...
Do I still need to bring my expenses to my tax appointment?
Do I still need to bring my expenses to my tax appointment? We have been getting this question a bit this year already and we would love to help clarify – at least in part. If I can separate ‘expenses’ into three main categories I can address each of them in a simpler...
Is my student loan deductible?
The Truth Behind Student Loan Deductibility Explained With secondary education costs on the rise, millions of taxpayers pay substantial amounts of interest on their student loan debt every year. 70% of U.S. college students use loans to pay for their education. The...
How Long Can the IRS Audit Me?
Navigating the Uncertainty of IRS Audit Durations In most cases, the statute of limitations grants the IRS a period of up to three years in which to initiate an audit of a taxpayer. The three-year clock begins counting down from the latter of the following dates: The...