Don’t Get Played by a “Finfluencer”: Why Your Tax Pro Should Be Your First Call

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In an era where financial advice is just a scroll away, many individuals, especially from younger generations, are turning to social media platforms like TikTok, Instagram, and YouTube for guidance on managing their finances. While these platforms…

Maximizing Your Financial Happiness: Stop the Cycle and Thrive

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Ever feel like no matter how hard you try, your finances just aren’t working for you? You’re not alone. Many people—especially busy business owners—make the same costly mistakes when it comes to money. But what if you could flip the…

Living Below Your Means: A Key to Entrepreneurial Success

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Starting a business is a thrilling adventure, filled with dreams of innovation, independence, and financial success. However, the reality of entrepreneurship often involves long hours, relentless challenges, and financial uncertainty. As tax…

Breaking News: The IRS Has Just Updated Their Position Related to Denying or Paying Employee Retention Credit (ERC) Claims

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Article Highlights: IRS's Current Position on ERC Claims High-Risk Claims Medium-Risk Claims Low-Risk Claims Availability of a Voluntary Withdrawal Program Businesses with Unprocessed Claims Businesses with Uncashed Refund…

Keep More of Your Money: Top 12 Tax Strategies for the High-Net-Worth

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High-net-worth individuals face unique challenges in managing their wealth, particularly when minimizing tax liabilities. Our firm offers expert guidance that will help you keep more of your money year after year. Whether you own rental properties…

5 Essential Personal Finance Tips Every Millennial Should Know

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As Millennials continue to navigate their financial journeys, understanding key tax and personal finance topics is crucial for achieving long-term prosperity. In this article, we'll explore some of the most important issues facing Millennials…
IRS Releases Inflation Adjustments for 2021

IRS Releases Inflation Adjustments for 2021

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Article Highlights:    Standard Deduction Transportation Fringe Benefits Retirement Plans Contribution Limits SIMPLE Retirement Accounts IRA Contribution Limits Health Flexible Spending Accounts Education Credits …
Learn what factors determine whether a household worker qualifies as an employee or an independent contractor.

Household Help: Employee or Contractor?

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Taxpayers often will hire an individual or firm to provide services at the taxpayer’s home. Because the IRS requires employers to withhold taxes for employees and issue them W-2s at the end of the year, the big question is whether or not that…
Could Your Sales Invoices Be Better? How QuickBooks Online Can Help.

Could Your Sales Invoices Be Better? How QuickBooks Online Can Help.

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Every interaction with your customers can enhance your image. Here’s how QuickBooks Online contributes to that. Getting paid by your customers—on time, and in full—can take some effort on your part. You set smart due dates and enforce…
Three Common Family Tax Mistakes

Three Common Family Tax Mistakes

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When it comes to transactions between family members, the tax laws are frequently overlooked, if not outright trampled upon. The following are three commonly encountered situations and the tax ramifications associated with each. Renting…