Video: Reasons to Update Your Will

When was the last time you reviewed your will? Amy is sharing a few reasons why you should consider updating your will.

Contact her here if you have any questions about your estate planning updates.

5 Common Tax Filing Mistakes and How To Avoid Them

Last year, the IRS assessed over $1.3 billion inaccuracy-related penalties. Making mistakes on your tax return can cost you both time and money, but there are steps you can take to avoid each one. In this blog, I will cover five of the most common tax filing mistakes...

Tax Strategies for Families Supporting Children with Disabilities

As a mom of a child with disabilities, I know all too well the demands and challenges associated with raising a child who has unique needs. I also know the stress of searching for answers, advocating for your child and finding the best care and education. With many...

Beginner’s Guide For First-Time Tax Filers: Tips to Make Filing a Breeze!

Does tax season give you a case of the Sunday Scaries? For many folks, filing taxes is one of the most dreaded items on their to-do list, but it doesn’t have to be! With proper planning and preparation, filing your taxes can be a breeze. This guide will help you kick...

Understanding Form 5471: Streamline Your Foreign Entity Reporting Obligations

With the growing prevalence of globalization, an increasing number of U.S. business owners are expanding their operations into international markets. While this expansion unlocks significant opportunities, it also brings forth intricate tax compliance obligations....

Tax Filing Deadlines: Key Dates to Mark on Your Calendar

The U.S. tax filing season is a critical time of year; whether you are a salaried employee, freelancer, small business owner, or corporation, you need to review your financial records carefully, comply with complex tax laws, and submit your tax return to the Internal...

Request Information

Meet Our Team

apply for a career