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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.

Major Changes to Retirement Plans Due to COVID-19

Qualified individuals affected by COVID-19 may be able to withdraw up to $100,000 from their eligible retirement …

Installment Agreement Or Payment Plan Resumes on July 15

The IRS reminds taxpayers who received tax relief as part of the People First Initiative and didn’t make previously …

Returning an Economic Impact Payment

According to the Treasury Department, more than 159 million individuals have already received their Economic Impact Payments; …

How To Pay IRS

The federal tax deadline is quickly approaching. If you owe money to the IRS – including estimated …

Cash Flow Decision Making Tips to Recover from COVID-19

Indeed, the Greek philosophy saying “The only constant in life is change” is true. When the COVID-19 …

July 15 Deadline for Reporting Foreign Income

If you live or work outside the United States, you generally must file and pay your tax …

How to Pay Your Debts the Right and Smart Way

With a potential economic downturn in the wings due to COVID-19, being debt-free is a worthwhile goal. …

Financial Strategies for Small Business During COVID-19 Pandemic

Almost everything, if not all, has slowed down due to the COVID-19 outbreak. As of now, uncertainty …

Tips for Securing a Small Business Loan

At some point, most small business owners will visit a bank or other lending institution to borrow …

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