Blog

As the year kicks off, it’s time to get a move on the financial housekeeping you’ve been putting off.  You’ll want to update important paperwork, retirement accounts, and insurance coverage with any adjustments.  You should do these every year.  An Annual Financial To-Do List 1.   Wills and estates –...

Experienced personal and business tax preparation can make all the difference when it comes to filing your tax return. Here’s why: A tax program in a box cannot represent you in an audit Even small mistakes on business tax preparation are extremely costly A tax...