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Episode 2: Your Financial Journey- A Team Approach
Facing big financial decisions doesn’t have to feel overwhelming. By partnering closely with you, we help map out your options, anticipate tax implications, and clarify each choice. 💡Break down complex tax rules so you understand every piece. ● Did you know up to...
Episode 1: Big Changes
Big life events— retiring, selling a property, or passing on a business—are exciting, but they can bring a lot of uncertainty, especially when it comes to taxes. That’s why it’s essential to weave tax planning directly into your financial advice. Over the years in...
7 Steps to Take When You Open QuickBooks
7 Steps to Take When You Open QuickBooks What do you do when you first log into QuickBooks? Maybe you’re there frequently and just popping in to look something up or fire off a quick invoice. If that’s the case, it’s not recommended that you take all these steps...
Combine a Business Outing with Tax Breaks
Summer is here, and you may be planning a picnic or other outing for your employees. When doing so, keep tax deductions in mind. Most entertainment expenses aren’t deductible, and business meals are generally subject to a 50% deduction limit. But, you may be able...
Sending the Kids to Day Camp this Summer?
If your child is going to a summer day camp while you work, it may count as an expense toward the federal Child and Dependent Care Credit. For one qualifying child under age 13, you may annually use up to $3,000 of eligible child care expenses, including day camp...
Marriage and Taxes: Key Changes After Saying ‘I Do’
It may not be as fun to plan as the wedding venue, invitations and attire, but marriage can result in changes affecting essential tax issues that need prompt attention following the wedding: Name. If your name has changed, report it to the Social Security...