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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.

Household Help Tax

If you employ someone to work for you around your house, it is important to consider the …

Preparing for a Successful Retirement

As you approach retirement, it’s vital that you pay attention to several important financial matters to ensure …

Form 1040-X has been one of the last major individual tax forms that still needed to be …

Small Business Re-Opening Challenges and Solutions

While having your business closed for a long time due to the pandemic is difficult, re-opening it …

What To Do If You Get a Letter From the IRS

The IRS mails millions of notices and letters to taxpayers every year for a variety of reasons. …

Home Office Deduction 2020

With more people working from home than ever before, taxpayers may be wondering if they can claim …

New Scam Alert: Synthetic ID Theft

Even if there are a lot of measures to eliminate identity theft, this crime is still evolving …

Check Tax Withholding

While it probably seems like tax season just ended, it is never too early to do a …

On August 8, 2020, the President issued a Memorandum allowing employers to defer withholding and payment of …

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