Insights from Your Trusted Financial Partner

  • IRS New Online Tool for Monthly Child Tax Credit Payments

    Article Highlights: Increased Child Tax Credit High Income Phaseout Advanced Payments Non-filer Credit Registration IRS Letters  Scam Awareness  ...
  • Tax Breaks for Families with Children and Low-Income Earners for Year 2021

    Article Highlights: Child and Dependent Care Credit Workers Can Set Aside More in a Dependent Care FSA Childless EITC Expanded   Changes Expandin...
  • Vacation Rental Tax Issues

    Article Highlights: If You Don’t Rent Your Property If You Rent Your Property Rented Fewer Than 15 Days Personal Use Is Less Than the Greater of ...
  • Where's My Tax Refund?

    Article Highlights Slow Refunds COVID-19 Economic Impact Payments Recovery Rebates Unemployment Debacle Using 2019 Income to Compute 2020 EITC an...
  • Examples of Exit Strategy for Your Small Business

    Owning your own small business is a dream that few are fortunate enough to realize, but even those new to the joys of entrepreneurial self-determi...
  • How Do I File Taxes After Divorce

      Article Highlights: Filing Status Claiming the Children as Dependents Child Exemption Head-of-Household Filing Status Tuition Tax Credit Child ...
  • 8 Tips in Recordkeeping For Small Businesses

    Article Highlights: Tax Recordkeeping Tips Receipts Auto Deductions Gifts Business Equipment Ordinary and Necessary Meals & Lodging Entertain...
  • Unemployment Tax Exclusion: Will IRS Process Refunds Automatically?

    Article Highlights: American Rescue Plan Act Unemployment Income Exclusion Early Filers IRS Automatic Adjustment  Refund Schedule Method of Payme...
  • May 2021 News for Small Business Owners

    Here are five things that happened this past month that affect your small business.  1) The US Treasury proposed a global minimum corporate tax ra...
  • Some Small Businesses Are Recovering. Is Yours?

    The COVID-19 pandemic isn’t over, but many small businesses are on the upswing. How QuickBooks Online can help if yours isn’t. Intuit recently did...
  • Mergers and Acquisitions for Small Business

    If you’re a small business owner or an aspiring entrepreneur, mergers and acquisitions probably sound like something that happens at an entirely d...
  • Don’t Lose Your Passport Because of Unpaid Federal Debt

    Article Highlights: Notice CP508C Seriously Delinquent Tax Debt State Department Certification Passport Restrictions  Lifting Restrictions  Overs...