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Planning Today for a Better Tomorrow™ is our logo for a reason

When we review a return from a prior year, we are looking for ways to reduce taxable income in the current year without passing the burden to future years. Items we review are W-2’s, capital gain income/loss carryovers, business income & expenses, and retirement account opportunities. What can we review for you?


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IRS has reminded taxpayers who earn income and receive payment by credit card will be receiving a 1099-K if the transactions are over $600. The definition of what is taxable hasn't changed; however, d

Business owners buy and sell assets used in their business every year. There are many rules associated with each side of the transaction. However, a thorough review of what kind of assets purchased

A headline this morning caught my attention: "In the last 20 years, there have been more than 4,500 changes to the tax code. That's nearly two changes every three days!" (Thomson Reuters Tax Profess

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