Top 3 reasons to hire a CPA

Are you a small business owner (or an aspiring small business owner) who is a bit nervous about handling business tax matters on your own? Are you on the verge of expansion and you’re concerned that the services you’ll need span beyond what your current accountant is helping you with? Or are you an independent […]
Signs your small business needs a CPA

Small business owners wear a lot of hats, such as head marketer, sales lead, and inventory manager, among others. Depending on how long you’ve owned your business (and depending on how large your organization is), you may also be serving as your in-house accountant. Accounting duties can take a lot of time, and as the […]
Tips to Get Your Finances in Order

If you don’t feel as if you have a firm grip on your spending, you’re not alone. Studies have shown that up to 25% of adult consumers are “sometimes surprised” by their monthly expenses. Regardless as to whether you’re trying to save money for a down payment on a home or you’d like to set […]
What is an estate plan?

Estate planning is an important part of financial planning. Not only does it help document your wishes regarding how your wealth and property will be distributed upon your death, in some instances, it can reduce the tax liability for your heirs. Whereas a will outlines who you want your assets to be allocated to, an […]
Don’t Forget to Bring These Things to Your Next Tax Appointment

When it comes time to file your taxes, you’ll want to be prepared. As we’ve noted many times in the past, showing up at your CPA’s doorstep with a shoebox full of receipts is good– but tallying them (and organizing them) in advance is much better. Although the 2020 tax filing deadline was May 15 […]
What Happens if You Miss a Tax Filing Deadline?

Life can be hectic—and if you’ve found yourself in a place where you’re going to meet the federal tax filing deadline you may be wondering how you’ll be impacted. For this blog post we wanted to discuss some of the things that could happen if you file late. First things first: File for an extension […]
Benefits of Having a Professional Prepare Your Tax Return

Lots of people wonder if they’re capable of filing their own taxes, however, not using an accountant or CPA firm could cause you to leave money on the table. No one, we repeat, no one wants to pay a higher tax rate than what’s required by law. For this post we wanted to discuss some […]
Top 2 Mistakes People Make When They Prepare Their Own Taxes

Tax filing season is underway and if you’re among the millions of Americans who have yet to file, you may be weighing the pros and cons of hiring a tax return service. And while yes, there is an up-front cost associated with hiring a tax or CPA firm, not working with a professional could cost […]
The Downfalls of Filing Your Own Taxes

Tax season is officially here—and if you’ve put off filing your taxes until the last minute, you may be wondering if you should file them yourself. However, we should warn you that while preparing your own taxes can save you some money on the front end, it could cost you far more on the back […]
Benefits of Hiring a CPA to Help You File Your Taxes

This year’s tax filing deadline is right around the corner—and if you’re among the millions of Americans who still haven’t filed, you may be wondering if you can handle the job yourself. If you’re a salaried employee and you’re filling out a simple W-2, there’s a good chance that you can handle that on your […]