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:

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...

A Better Way to Manage Expenses

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

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...

Do I still need to bring my expenses to my tax appointment?

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?

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?

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...

How to Keep Your Company Vehicles in Good Condition

How to Keep Your Company Vehicles in Good Condition

Vehicle Maintenance Strategies for Business Owners There are numerous benefits that go along with being part of a company. Oftentimes, a major benefit is the use of company vehicles. However, these vehicles are not to be used for pleasure or for a night on the town....

I Just Got Notified of an Audit…Help!

I Just Got Notified of an Audit…Help!

Audit Notification: What It Means for You Many fear the thought of receiving an IRS audit notice.  Because of this fear, our tax firm has often encountered clients that put off opening any IRS letters for the fear of being notified of an audit.  First, if you do...

Starting a Side Business?

Starting a Side Business?

Side Business Advice Are you currently working a full-time job, but have an entrepreneurial spirit and have always wanted to start a business of your own? You are not alone.  Today, more and more people pursue opportunities outside of their nine to five job.  From...

What happens if you don’t pay your taxes?

What happens if you don’t pay your taxes?

Tax Payment: Why Ignoring It Can Cost You More At some point everybody wonders what what will happen if they don’t pay their taxes. There are always consequences in society when rules and laws are broken. These consequences exercise justice and help society stay in...

Your Payroll Compliance Checklist

Your Payroll Compliance Checklist

Unlocking Payroll Success with a Compliance Checklist When setting up payroll for your business, there are a few federal and state requirements that you will need to take care of. Payroll compliance isn’t a one-time task you can easily check off and remaining...

How to Run Your Payroll Through QuickBooks Online

How to Run Your Payroll Through QuickBooks Online

Benefits of Using QuickBooks Online for Payroll Payroll is essential for most businesses, after all the main goal of a business is to make money, and any employee or contract worker has the same goal. Because of this, it is important to have a simple and reliable...