From business returns to individual income tax services, we offer tax strategy and preparation. Looking to maximize your deductions and credits? Reach out to us for a free consultation review.
Financial & Tax Updates
2022 planning season is here! October through December is a GREAT time for year-end tax planning, especially for business owners. Here is what we do: Estimated tax liability analysis (make sure you are on track) Strategic planning and implementation Overall guidance for optimal decision making If you are not already meeting with us regularly, you […]Continue Reading
A friendly reminder for those on extension for 2021 tax year: the Business filing deadline is coming up (9/15) and the individual filing deadline is 10/17. Please be sure our office has all documents and information needed to prepare your returns NO LATER than 2 weeks prior to the respective deadlines. We cannot guarantee timely […]Continue Reading
Just a quick announcement for business owners looking to establish a 401(k) plan this year – there are setup deadlines each year and they can vary based on who the administrator is. Typically the hard deadline is October 1st, but be aware that it can be sooner (for example, Guideline is requiring new plans be […]Continue Reading
We have just under a month remaining before the initial tax deadline for individual and C Corporation returns. If your 2021 returns are already filed, then you can disregard this reminder. If not, please note the deadline to have all information, financials, or relevant tax documents provided no later than 3/31 if you intend to […]Continue Reading
Dear valued client, Each year we send out electronic organizers to help guide you with the information and documents our firm will need in order to prepare your return. You should receive a separate email soon with the link and password instructions for your individual organizer. Please note the following: We still use Sharefile for […]Continue Reading
We are already approaching the end of 2021! Before we get to the holidays, I wanted to send out this quick checklist for reference. We are in planning mode through December, so don’t forget to schedule some time with us if your situation requires tax/financial strategy or an estimate of tax liability. Broken down by […]Continue Reading