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Insights to Help You Stay Financially Informed

Explore helpful articles on bookkeeping, taxes, and financial best practices designed to help individuals and businesses make smarter financial decisions.

DISCLAIMER: Any bookkeeping, business or tax article contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor can it be used to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.

Taxable vs. Nontaxable Income

Are you wondering if there’s a hard and fast rule about what income is taxable and what …

Ways to Save Time and Money When Making Financial Decisions

Starting and running a business, even if this is your ultimate dream and goal, can still be …

Social Security benefits and taxes

Social Security benefits include monthly retirement, survivor, and disability benefits; they do not include Supplemental Security Income …

Time Management Hacks When Reviewing Financials

The task of reviewing your financials is often left on the back burner due to it being …

Employer Tax Credit Extended for Payroll Workers

The Taxpayer Certainty and Disaster Tax Relief Act of 2020, enacted December 27, 2020, made several changes …

Do You Need To File a 2020 Tax Return?

Most people file a tax return because they have to, but even if you don’t, there are …

Reasons Small Business Needs a Bookkeeper

As a business owner, you always have a lot on your plate. There is no one in …

Tax Filing Season Starts February 12, 2021

Although tax season usually starts in late January, this year, the tax filing season is delayed until …

Important Tax Changes for Individuals and Businesses 2021

Every year, it’s a sure bet that there will be changes to current tax law and this …

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