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Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback.
CONTACT US LEARN MORETax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
CONTACT US LEARN MORESmall business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed.
CONTACT US LEARN MOREOur Online Office brings tax preparation & financial services directly into your home or business enabling you to more actively participate in these matters.
You can:
Use the Financial Calculators to assist you in budgeting, financial planning, or other matters.
Stay Alert to tax and financial news by subscribing and reviewing the client newsletter.
Review Tax and Topics and other topics Of Interest in the Additional Pages section of our site
We can help client in any state.
Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.
We will work with you any way that suits you. First, we can meet with you one on one to plan and execute the preparation and efiling of your taxes . We are also able to use a program called TaxesToGo, which employs your smartphone and our technology to create and efile your tax return...you supply the information with your smartphone and we do everything else. We can also use our websites' bank quality encryption to transmit documents back and forth. We can communicate using technology like Zoom, or something similar, to get evertything done for you.
Our wish is to do it the way that is most comfortable for you whether it be one of the options above or a combination.
We can also work with you to manage risk with insurance products like life insurance and annuities.
Mar 06, 2024
Missing tax documents can mean missing the date you're hoping to get your tax refund. In this month’s newsletter, read about common tax items that if missing, could cause a delay in filing your return.Also read through several ideas for building an emergency fund when money is scarce, ideas to consider when interest rates change, and the perils of too much social media.Please enjoy the information and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help. read more.
Feb 07, 2024
Tax surprises are never fun, especially when they occur when you’re preparing a tax return. In this month’s newsletter, read about six surprising items that you may not know are taxed. Also read through several tips for improving your credit score, avoiding penalties when withdrawing from retirement accounts, and giving your brand a personal boost.Please enjoy the information, and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help. read more.
Jan 03, 2024
A new year means filing your 2023 tax return is right around the corner!With tax documents such as W-2s and 1099s arriving soon in your inbox and mailbox, this month’s newsletter has some tips to help stay organized this tax season. This will help you file your tax return (and potentially get your refund!) as quickly as possible.And with the new year and two years of inflation, why not review some ideas to help set financial goals for the family that addresses the challenges in our current financial landscape? A number of ideas are outlined here for your consideration.All this and some great ideas to manage your business's cash flow and a general interest article to raise awareness on the business of fake products.As always, feel free to reach out with any question or comments. read more.
Dec 06, 2023
The temperature isn’t the only thing falling this time of year.Your 2023 tax bill can also be falling with a little bit of proactive planning, but time is running out!To help you make the most of potential tax saving moves before the end of the year, this month's newsletter features several year-end tax cutting ideas.Also have fun with the entire family by testing your holiday knowledge with our annual trivia quiz! Also learn about tax surprises to watch out for, and some key ingredients to be mindful of if you’re a part of a business partnership.Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have. read more.
Nov 01, 2023
This month's newsletter outlines Social Security’s cost-of-living adjustment for 2024, plus some basic information on how Social Security works. And there is still time to take action to reduce this year's tax bill. Please review the tax planning articles to bring some ideas top of mind for yourself and your business.With the holidays approaching now is a great time to review five great money saving tips plus there is a great article for anyone considering the use of bartering.Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have. read more.
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