Video: Don’t Fall Behind in Saving for Retirement
Are you neglecting your savings for retirement? Watch this vides for a list of tax advantages for retirement savings plans.
Year-End Financial Checklist: 4 Money Moves You Should Prioritize Now
Itâs crucial to end each year with a deep dive into your financials to prepare yourself for the year ahead. Here are 4 money moves you can make now ahead of 2
Video: SBA Questioning PPP Borrowers with Loans Over $2 Million
Learn the general info about the SBA’s compliance program to evaluate PPP borrowers whose loans are $2 million or more and how you can be prepared.
What Happens if I Receive an IRS CP2000 Notice?
If you receive an IRS CP2000 notice (also known as an underreporter inquiry) in the mail, don’t panic. First step: contact our office. We’ll help yo
Is That Inheritance Taxable?
Are inheritances taxable? This is a frequently misunderstood taxation issue, and the answer can be complicated. When someone passes away, all of their assets (t
Renting Your Home or Vacation Home for Short Periods
Many taxpayers rent out their first or second homes without considering tax consequences. Some of these rules can be beneficial, while others can be very detrim
SBA Questioning PPP Borrowers with Loans Over $2 Million
When Congress initially authorized the Paycheck Protection Program, its intent was to provide loans that would be partially or completely forgiven if used for t
5 Resolutions QuickBooks Online Users Should Make for 2021
New year, new challenges, and the potential for new successes. Here are five ways you can improve your financial management in 2021.
Preparing for 2021: Tax Planning Strategies for Small Business Owners
Now is a great time for small business owners to think about tax planning strategies, either to close out this year or to prepare for 2021. Here are some exampl
Don’t Fall Behind in Saving for Retirement
Some folks have been tapping or suspending their retirement savings to make ends meet during this COVID-19 pandemic, and although understandable, it is importan