We know your top priorities are paying less tax and keeping more of your hard-earned profits. This is best accomplished with comprehensive tax planning. Whether you’re a business or an individual, our tax experts work with you throughout the year to develop a highly personalized plan with tax-saving strategies that are tailored to your situation.
Our dedication to you doesn't stop after April 15th. We continually look for ways to minimize your tax liabilities and maximize your after-tax dollars. We are diligent about keeping current on the tax laws, codes, and regulations that affect you, and are committed to examining all the tax-saving opportunities available to you—while remaining in full compliance with IRS statutes.
To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our website. Login any time to review the documents electronically and track the progress of your e-filed return.
If you were a victim of the recently announced Equifax hack, you need to take action to mitigate any negative impact it may have on your finances and credit. If you’re not sure if you were affected, you can use Equifax’s Potential Impact tool to find out. You will need to input your last name and the last six digits of your social security number to use this tool.
Staff retreats can offer companies a lot of value. They can also be expensive and, unless managed effectively, not particularly productive. Before you plan your next (or first) staff retreat, review the following key factors to help you make the most of...
It’s no surprise that business owners spend a great deal of time on their computers and mobile devices. In today’s technology-driven work world, it’s inevitable. With the ease of connectivity, it’s hard to get away from the office and truly live offline, even for short bursts of time. So much so that our work lives tend to infiltrate our personal lives more and more—creating an unhealthy balance between business and your personal down time.