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Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback.
CONTACT US LEARN MORETax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
CONTACT US LEARN MORESmall business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed.
CONTACT US LEARN MOREWe are your partners in accounting, taxes, payroll services and operational support. Our Online Office brings financial services directly into your home or business, enabling you to actively participate in your managerial role.
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Nov 06, 2019
2020 is coming quick — are you prepared? Take stock now and learn about the year-end moves that'll help you save. Plus, consider how the 2020 Social Security changes will affect your plans. And make sure you're hitting the employment tax deadlines.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. read more.
Oct 02, 2019
Autumn's in full swing, meaning it's time to start preparing for the busy months ahead. You can get ready by learning about the Form 1040 updates you’ll see this 2019 tax season, as well as the new Marketplace Facilitator sales tax laws for anyone that sells through Amazon or eBay. You can also brush up on your rights if a bill collector ever harasses you.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. read more.
Sep 04, 2019
Welcome, fall! Pumpkin spice lattes aren't the only thing you should be focusing on this season. For instance, do you know what to do if you receive an IRS letter in the mail? In this issue, you’ll find tips about handling this situation. There’s also advice for business owners about selecting the right employee health insurance, plus a list of ways to help older adults avoid scams. And a few key reasons why you should never skip the fine print when agreeing to terms and conditions.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. read more.
Aug 07, 2019
Summer is starting to wind down and the kids will soon be headed back to school. Now is a great time to review if you've had, or will have, any special taxable events this year. The first article highlights five taxable items that come as a surprise to many people. This month's newsletter also includes spending traps to avoid when headed to the fair, ways to manage the burden of student loan debt, and cash flow strategies that can save your business.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. read more.
Jul 03, 2019
Tax day might seem far away, but waiting until year-end to make your tax moves may prove costly to you. Maximizing your tax savings starts with an effective mid-year strategy! Detailed here are some ideas to kick-start your summer tax planning. This issue also includes some unique and free summer travel destinations, an infographic with key IRS audit information, and five steps to help your business set the right salaries for your employees.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. read more.
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