by Lisa Haiss | Jan 13, 2026 | Internal Revenue Service, Tax
Getting your tax documents organized for your preparer can feel overwhelming, but you don’t have to do it alone. One of the most common questions we hear is, “What documents do I need for my individual tax return?” Below is a general overview of the basic information...
by Lisa Haiss | Nov 5, 2025 | Tax
As we move into 2025, now is the perfect time to evaluate your tax situation and prepare for the year ahead. While every client’s financial picture is unique, taking a proactive approach today can help you identify potential tax shortfalls, minimize penalties or...
by Lisa Haiss | Oct 2, 2025 | Community
2025 Rotary Club of Clarkston Wine & Whiskey Tasting Looking for a night of flavor, fun, and philanthropy? The 2025 Rotary Club of Clarkston Annual Wine & Whiskey Tasting is your perfect excuse to indulge while giving back. Held on October 23rd from 6:30 to...
by Lisa Haiss | Aug 4, 2025 | Team
Marisa joined the firm as an Administrative Assistant, bringing with her a strong background in office management and client care from the dental industry. Originally from Waterford, she moved to Clarkston in 2021 and quickly fell in love with the community’s...
by Lisa Haiss | Sep 4, 2024 | Team
Tracy started her accounting career right out of High School working in various accounts receivable, accounts payable, and bookkeeping roles. To advance her career she completed two accounting certificates and two associates degrees at Oakland Community College before...
