Video: What To Include In Your Estate Love Letter

Have you heard of a letter of instruction or ‘love letter’ that accompanies someone’s will? Amy is showing you what types of items you can include.

Contact her here if you have any questions about your letter of instruction.

Understanding Marginal Tax Brackets for Individual Taxpayers

We file our individual tax returns every April 15, but do you know how your income tax is calculated? Understanding the marginal tax rates applied to your taxable income is essential for effective tax planning and informed financial decisions. Let us break it down!...

The Ultimate Guide to Avoiding Tax Filing Mistakes

While filing your tax return may never be particularly fun, doing it right will protect your refund, help you avoid penalties and give you peace of mind. Every year, millions of Americans make small but costly mistakes on their tax returns. Fortunately, most of these...

Gifting Rules for 2025

As we enter the 2025 holiday season, you are likely making party plans, creating gift lists for family and hoping this might be the year you receive something you truly enjoy. You might be wondering why an accounting firm is writing a blog about gifting. Well, as with...

IRS Shifting to Electronic Refunds and Payments

Changes are coming soon to how the IRS accepts payments and issues refunds. This is a part of a broader push to modernize how the government handles money. This significant change will affect millions of taxpayers and aims to reduce costs, eliminate inefficiencies...

What’s Inside The One Big Beautiful Bill

Meeting the planned July 4th deadline, the One Big Beautiful Bill Act of 2025 (OBBB) has been officially signed into law. The bill extends and expands the individual income tax provisions of the Tax Cuts and Jobs Act (TCJA), continues select business tax measures and...

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