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January Newsletter

The new year is upon us and so is another tax filing season.   With all the late breaking tax law changes, advance payments of the child tax credit, and several stimulus payments, this year’s tax return may be a … Continue reading

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December Newsletter

To help celebrate this holiday season and momentarily forget about potential supply shortage frustrations you may encounter while shopping, this month’s newsletter features a fun quiz about toy crazes from the past. This fun trip down memory lane is sure … Continue reading

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November Newsletter

Time is running out to minimize your tax obligation before the end of the year! This month’s newsletter features several tax moves to consider making by December 31st to lessen the amount of money you owe the IRS. Review the … Continue reading

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October Newsletter

With the 2021 tax filing season just a few months away from starting, the IRS is warning taxpayers to be on the lookout for signs that your identity has been stolen. This month’s newsletter alerts you to some of the … Continue reading

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September Newsletter

With a little over four months remaining until you can begin filing your 2021 tax return, now’s the time to kick your tax planning into high gear. Also read about several tips to protect your property BEFORE thieves arrive, learn … Continue reading

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August Newsletter

Summertime means the 2020 tax filing season is firmly in the rearview mirror for millions of Americans! This year, summer also means more money for you thanks to the child tax credit advance payments. Find out what you need to … Continue reading

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July Newsletter

Now that 2021 is more than half-way in the books, it’s time to kick your tax planning into high gear! Included in this month’s newsletter are several ideas to help you reduce your tax bill. There is also an article … Continue reading

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June Newsletter

Do you know your net worth? Find out why knowing this number is one of the most important financial concepts you’ll want to understand.  There are hidden tax complications associated with every cryptocurrency transaction.  Find out why. Also find out … Continue reading

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May Newsletter

Tax day is finally here! To celebrate getting your tax return finished, test out your knowledge of tax history with our trivia quiz. Also read about some helpful hints that can make paying your bills less stressful. We also have … Continue reading

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April Newsletter

Welcome to the craziness that is the 2020 tax filing season! Because the IRS is still playing catch-up from last year, in addition to new tax laws passed in the middle of this year’s tax filing season, the April 15 … Continue reading

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