Individual & Corporate Taxes
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Analysis & Strategy
We objectively analyze your financial situation for its strengths and weaknesses and work with you to develop an actionable plan to achieve your long term financial goals.
We manage your bookkeeping needs with easy-to-use digital systems that integrate seamlessly into your financial structure.
We bring the knowledge and expertise of a CFO to your family or business for a fraction of the price.
We provide easily digestible financial reports to allow you to make the best decisions for your business or family.
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As social distancing turns convenience into necessity, the number and types of activities moving to the internet is exploding. It’s important to remember that these virtual events often trigger real-world tax implications. Here are some things to keep in mind:...
Interest rates are expected to increase this year in response to inflation that is running at a 40-year high. How will you be affected? Any interest rate revision can cause a ripple effect throughout the economy. Accordingly, the Federal Reserve’s actions probably...
Leveraging the kiddie tax rules With careful tax planning, you can use the kiddie tax rules to reduce your tax obligation. Here’s what you need to know. Background The term kiddie tax was introduced by the Tax Reform Act of 1986. The rules are intended to keep parents...