There’s too much financially at stake for you to risk making one or more mistakes on your federal income tax return. I know several savvy number …
Accounting & Tax Services
Use a Professional Tax Preparer
There’s too much financially at stake for you to risk making one or more mistakes on your federal income tax return. I know several savvy number …
The Basics on Donor Advised Funds
One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …
Small Businesses and Upcoming Tax Changes
New tax laws and regulations change frequently. Knowing how the upcoming tax changes will affect your small business is crucial. Being prepared for …
Home Office Space: Are you Deducting it Correctly?
Millions of people work out of their homes on daily basis. Running a small home business or telecommuting, working from home is a cost effective plan. …
Broker Dealer Annual Audit: Checklist of What you Need to Prepare
Changes to the annual audit require broker-dealers to be proactive in being prepared. Working closing with the US Securities and Exchange Commission …
Broker Dealer Annual Audit: Checklist of What you Need to PrepareRead More
Why Does My Small Business Need to Keep All These Accounting Records?
Running a small business is a big task. Between the everyday tasks at the core of your company and keeping your staff and customers happy, you may be …
Why Does My Small Business Need to Keep All These Accounting Records?Read More
Tax Implications of Selling Your Home
The process of buying or selling a home is often mind-boggling. Misinformation about the tax implications of real estate sales abound and it is easy …