Let the Experts Do It!

Summer 2024 Tax Update

It’s time for yet another reminder that ID Theft and Cybercrimes (fraud) are both real and on the rise! These days, it’s mostly internation criminal organizations targeting everyone, but especially older individuals, and they have gotten very good at what…

Are you a BOI?

If your business is an LLC, you probably are!  If you receive a K-1 from a Partnership or S-Corp, you may be! The Corporate transparency Act passed as part of the Defense Appropriation Act in 2021. Its purpose is the…

Pre-Season Update 2024

It’s almost time for another “exciting” tax season!  Stay tuned for our upcoming Newsletter with more details around mid-January as well as prior client coupons and personalized Tax Organizers based on your last tax return. We have super-good news for…