by Tracy Sanda | Sep 21, 2026 | Accounting, Tax
As household expenses continue to rise, identifying unnecessary recurring charges is a practical way to improve cash flow without making significant lifestyle changes. Many consumers unknowingly pay for subscriptions they no longer use, forgot to cancel after a free...
by Jordan Middleton | Sep 14, 2026 | Accounting, Tax
December has a way of making tax planning feel urgent—but by December, you’re already behind the strategy and some of the best planning opportunities could have already passed you. A year-end tax bill shouldn’t be something you’re shocked at or that you discover after...
by Kelly Thompson | Sep 9, 2026 | Accounting, Tax
It’s like spring cleaning, but now we’re working on it in between Back to School and Football and Pumpkins and Mostly Great Weather! Take this time to review expenses, sales, open invoices, overdue transactions, receipts, …look over your entire current financial...
by Tracy Sanda | Sep 3, 2026 | Accounting, Tax
Trump Accounts are a new type of savings vehicle designed to help families build long-term financial resources for children. Structured as a special type of traditional IRA, these accounts have specific rules governing eligibility, contributions, investments, and...
by Matthew Senter | Aug 27, 2026 | Accounting, Tax
Who we work best with, what the process looks like, and why the right fit matters on both sides. I will start with something that may sound strange coming from a CPA firm: we are not trying to take every piece of work that walks through the door. We have reached a...
