**Portal Permanently Closing January 1, 2024**





Learn more about SafeSend®

Blog

Stay informed, stay inspired

Paper, notebooks, binder and pen on a desk.

IRS orders immediate stop to new ERC processing

Amid rising concerns about a flood of improper Employee Retention Credit (ERC) claims, the IRS ordered an immediate moratorium through at least the en...

Read more about IRS orders immediate stop to new ERC processing ➞

Educator Expense Deduction helps teachers cut classroom costs

The taxpayer must be a kindergarten through grade 12 teacher, instructor, counselor, principal or aide. They must also work at least 900 hours a schoo...

Read more about Educator Expense Deduction helps teachers cut classroom costs ➞

Knowing how scammers pose as the IRS can help taxpayers protect themselves

Crooks are always looking for new ways to scam unsuspecting taxpayers. Scammers impersonate the IRS by phone or email, in person, or by mail or delive...

Read more about Knowing how scammers pose as the IRS can help taxpayers protect themselves ➞

What we do

Let us take the stress out of running your business

Tax

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

Learn more about tax.

Advice

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.

Learn more about advice.

Business Valuations

Providing business valuation services with insightful market analysis and a comprehensive review of the financial standing of your company.

Learn more

WHO WE SERVE

Life's better when people understand your needs

Service-based Businesses

We make outgoing payments on time and seamlessly manage your cash flow.

Music & Entertainment

Get back to your passion by letting us handle time-consuming accounting work.

Family Businesses

Supporting family businesses with dedicated tax and accounting services.

Individuals

We are here to help reduce the burden of tax season.

Advantage

Your personal
finance edge

From the firm: A season to reflect and get ahead

Read more about From the firm: A season to reflect and get ahead> ➞

Choosing your 401(k) pathway: A guide to a golden retirement

Read more about Choosing your 401(k) pathway: A guide to a golden retirement> ➞

Advance directives for healthcare: Do you need one?

Read more about Advance directives for healthcare: Do you need one?> ➞
More articles from this issue

QuickReads

Let's talk business

How to feed a diverse group of eaters at holiday get-togethers

Curate a menu to help all your guests have a joyful and satisfying holiday feast, no matter their dietary preferences or restrictions.

Read more about How to feed a diverse group of eaters at holiday get-togethers ➞

The best time to start saving for college is…now

College is pricey. But when’s the best time to start saving? Spoiler: It’s sooner than you think.

Read more about The best time to start saving for college is…now ➞

Diversity resources for small business owners

Ready to improve your hiring process to be more inclusive? Here's a good place to start.

Read more about Diversity resources for small business owners ➞