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Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service includes this website, as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. Use the financial calculators to assist you in budgeting, financial planning, or determining loan payments. Stay alert to tax and accounting news by reviewing the monthly client newsletter and weekly tax tips.

In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback (we would love to hear from you). We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions. Visit often as current news impacting your financial situation will be outlined here.

 

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NEWSLETTERS

August 2022

Welcome to the last month of traditional summer vacation! And what better way to lead the final month of summer vacation by outlining ideas to save money while taking that long-deserved break.This month's letter includes a review of five ways to take advantage of IRA accounts to reduce your tax burden. All done with plenty of time to implement the ideas before the end of the year.There is also an article to help avoid the tax penalties built into the hobby tax code that excludes the ability to deduct your expenses.All this plus lots of tips to improve your credit score!Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have. Read more

July 2022

The recent run of inflation is causing many people to rethink how to save and where to spend. In this month’s newsletter, there is a recap of the traditional role of how your bank accounts work together to provide a valued resource to handle your funds. There's also a great article on how to identify and manage against shrinkflation.Plus there are a couple of timely tax articles including a review of common tax surprises and suggestions on making sure you get the most out of the recently increase standard mileage rates recently announced by the IRS.Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have. Read more

June 2022

The last thing you may want to do during the summer is start thinking about your 2022 tax return! The best way to lower your tax bill for next year, however, is to start looking for tax cutting strategies as soon as possible.In this month’s newsletter, read about some tax planning tips to help you lower your 2022 taxes. Also read about tax implications if you have a side hustle, money management tips for couples, and how to make your child’s summer break a tax break!Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have. Read more

May 2022

With tax season now in the rear view mirror for most of us, it's time to start thinking about how to minimize your taxes on next year's tax return.In this month's newsletter, get a start on your tax planning by learning about the tax consequences of different types of virtual transactions, from cryptocurrency and non-fungible tokens to internet marketplaces and online courses.Also read about maximizing your working-from-home opportunity, avoiding surprising fees while on vacation, and a great article explaining how taxes work for those picking up a summer job.Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have. Read more

April 2022

Welcome to tax month! Perhaps welcome is not quite the right word, but to help lighten the mood, included in this month's newsletter is a fun state tax quiz plus answers to the most common questions taxpayers ask during the month.Also read about ideas to manage your emergency fund while in our new inflationary environment and a dozen money topics every young person should understand prior to leaving the nest.Enjoy! Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have. Read more