3 Things You May Not Know are Tax Deductible

When tax time rolls around, you’ll want to make sure you get the biggest refund possible—and part of that involves maxing out your deductions. For this blog post, we wanted to talk about three possible deductions you’ll want to talk to your CPA about. Medical expenses / premiums For the 2019 tax year, individuals were […]
Top 3 Ways to Get Your Finances in Order

2020 has been a crazy year for all of us—and if you’ve decided that you want to get your finances in order, before the year comes to a close, now is a great time to do it. The good news is that getting your financial house in order isn’t nearly as complex as you might […]
Why You Should Start Planning for Next Year’s Tax Season Now

As we’ve stated in the past, planning in advance for next year’s taxes has more than a few benefits. Not only can planning (and preparing) now ward off the headaches that can come with starting too late, it can also save you quite a bit of money. Get bank statements, invoices, and receipts in order […]
How to Choose a Certified Public Accountant (CPA)

Regardless as to whether you need help with your personal or professional finances, working with a Certified Public Accountant (CPA) can be beneficial. Yes, there are lots of people who are comfortable preparing their own taxes, but considering the complexity of the tax code (and how frequently the tax code changes), if you want to […]
How to Trim Your 2020 Tax Bill

Taxes can be expensive, but there are several was you can minimize what you owe to Uncle Sam. For this blog post, we wanted to talk about some of them. Modify your W-4 Several years ago, we had a client who
What You Need to Know About Quarterly Taxes

Several years ago, we had a client who wanted us to help her understand how to pay her quarterly taxes. She’d recently transitioned from working full-time, in an office, to working 1099 remote. Although she loved the freedom that came with setting her own work pace (and hours), what she didn’t love, was the massive […]
Benefits of hiring a CPA

Maybe you’re a small business owner and you’re reluctant to do your own taxes. Maybe you’re expanding and you feel like you need services beyond what your current accountant can provide to you. Or, perhaps, you are an individual who wants to know how you can maximize your tax credits, hold onto more of your […]
Top 3 Reasons Small Businesses Should Hire a CPA

Small business owners often wear a lot of hats, such as manager, payroll processer, HR generalist, marketing executive and lead salesman. It’s a lot to handle—and you probably feel as if there aren’t enough hours in the day.