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Our tax planning guide is designed to help you save the most on your 2021 taxes.
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“How do I know if I’m paying too much in taxes?”

Thinking about taxes only once a year can be costly. Maintaining good records to identify tax incentive, credit and deduction opportunities and weighing the tax implications of financial decisions, can help minimize your tax burden. Learn More...

Our checklists for the PPP programs can help you navigate your Employee Retention Credit, Loan Forgiveness and Loan Applications. Learn More...

Tried and tested accounting software and business management tools, when used correctly can help increase productivity, cut costs, and streamline everyday operations and can help achieve positive cash flow. Learn More...

Your accounting needs change as your business or wealth expands, look to an accountant for; insights to business and financial growth, identify tax minimization opportunities, obtain favorable terms for a business loan or line of credit, and determine the value of business or personal wealth. Learn More...

Employee benefit plan audits are increasingly subject to scrutiny by the Department of Labor with enforcement of penalties for deficiencies in plan administration. Ensuring you maintain the necessary information for an audit and selecting a quality auditor are key to a smooth audit. Learn More...

Lack of planning is the primary reason businesses do not survive the transition of ownership. Strategic planning in charting a course for the future, identifying key individuals who will be groomed to take over, and transferring in a tax effective manner will virtually ensure success. Learn More...

If you’re contemplating opening a second location, chance are business is good. However, that isn’t the only mark that you’re ready for expansion. Key performance indicators and benchmarking comparisons can offer better insights and informed decisions for growing your business. Learn more...

Featured Articles

Latest Covid-19 Relief Updates 

This past year has been one of the more challenging we have faced. Going forward, for as long as it's useful, we will bring you a regular round up of relevant COVID-19 relief information highlighting what you need to know to manage through this crisis. Here are some key updates . . .


Reporting Requirements for Recipients of Provider Relief Fund (PRF) Payments

The U.S. Department of Health and Human Services, through the Health Resources and Services Administration (HRSA) recently revised reporting requirements for recipients ...

Do you need a business loan?

There has never been a bigger highlight on small business loans than in the past year or so with the Paycheck Protection ...

Do you have to worry about taxes when giving gifts this year?

Many people may want to give gifts of stocks or cash to their loved ones, especially as the holiday season draws nearer ...