Category Archives: Newsletter

Tax season is now underway! In this month’s newsletter, we share the secret to getting a quick tax refund. Also read about tax saving tips for parents and grandparents, Debt: Gone But Not Forgotten by the IRS, and several financial … Continue reading →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

Spring is almost here! With April 15th right around the corner, get answers to common tax questions in this month’s newsletter. Also included is a look at how bank reconciliations still play an important part of your financial health.  Find … Continue reading →