Dear Client:
Are you thinking of getting married or divorced? If yes, consider December 31, 2022, in your tax planning.
Here’s another planning question: Do you give money to family or friends (other than your children, who are subject … Read More
The truth is, it may take a few tries before you find a good accountant that is the right fit for you. Too many business owners and individuals spend years putting up with an accountant who may get the job … Read More
Relationships can be tricky, but the one you have with your accountant shouldn’t be. If you often find yourself feeling confused or frustrated with your current accountant, then it may be a sign to start looking for a new accountant. … Read More
As your financial life becomes more complicated, the more you will benefit from a proactive accountant who can not only ensure your taxes are filed properly, but also help legally keep more of the money you earn over time. A … Read More
There is always one season that everyone forgets – tax season. While it may seem like you have plenty of time to prepare, small business tax season sneaks up on many owners who often find themselves overwhelmed with the process. … Read More
Are you feeling overwhelmed with making sure your small business is financially ready for the new year? As the current year comes to a close, small business owners should be determining the necessary steps they need to establish for growing … Read More
There are a number of financial and tax topics we review with clients as the end of the year approaches. There are considerations for both individuals and business owners that can minimize tax liability and/or reduce your taxable income for … Read More
While 2021 taxes aren’t due for months, there are some moves that need to happen before the year’s end to minimize your tax liability. Ideally, your accountant should … Read More
If you only hear from your accountant at tax time, you are likely settling for a business accountant relationship that is not serving you or your business well. Don’t think of your CPA as just a necessary expense required for … Read More
Small businesses can’t afford a full-time CFO, but nor do they need one. They need the higher-level expertise of a CFO only a few hours a week or even just a few hours a month. Businesses often have a lower-level … Read More
