NEWS

How to Prepare for an Audit

How to Prepare for an Audit

In an ideal world, you’ll never get audited by the IRS but it’s best to be prepared in the event that It does happen. Not only does it help an audit feel less daunting, but making sure you know what’s expected from you in an audit helps promote good financial health...
5 Ways an Accountant Can Help Your Small Business

5 Ways an Accountant Can Help Your Small Business

If you own your own business, you have likely worked with a Certified Public Accountant at some point in the past. CPAs most commonly help with bookkeeping and taxes but did you know there are a lot of other things an accountant can do for your business? We’ve...
Understanding College & Higher Education Tax Credits and Benefits

Understanding College & Higher Education Tax Credits and Benefits

Higher education can be a big investment. In fact, it is one of the biggest single investments outside of buying a home that most people make. If you have a child, grandchild, or a child you care for that is either currently pursuing or planning on pursuing higher...
Record Keeping Tips for HSAs

Record Keeping Tips for HSAs

Modern day healthcare is very difficult to understand. There are lots of options and many different plans you can cobble together. For this blog, we’re focusing on HSAs and the record-keeping requirements around them. What is an HSA? An HSA is a Health Savings...
6 Tax Considerations for Divorcing Couples

6 Tax Considerations for Divorcing Couples

When you’re approaching or going through a divorce, one important aspect is to consider the tax implications of your situation. Below is a brief guide to help you plan ahead, and avoid tax problems or large tax bills: Before your divorce is final, determine how you...
2021 Tax Preparation Checklist

2021 Tax Preparation Checklist

2021 Tax Preparation Checklist It seems to roll around every year right as we forget about it, tax season. A notoriously stressful time of year that has people frantically gathering paperwork, account statements, and receipts. This year we want to help make it a...