Insights from Your Trusted Financial Partner

  • How Do You Create Price Levels in QuickBooks?

    QuickBooks allows you to create Price Levels that you can assign to customers and jobs and to individual items. You already know that when you cre...
  • What Happens if I Missed the October 15th Tax Extension Deadline?

    We’ve all been there.  Life is super busy.  We have to take care of our families and friends, work obligations, and all our other everyday respons...
  • The SBA Issues a Simplified PPP Loan-Forgiveness Application

    Article Highlights:  Paycheck Protection Program Loans Forgiveness Application The Small Business Administration (SBA) The Paycheck Protection Pr...
  • Solar Tax Credit is Sunsetting Soon

    Article Highlights: Solar Credit Phasing Out Qualifying Property When is the Credit Available? Who Gets the Credit Multiple Installations Batter...
  • Americans Are Being Forced to Tap into Their Retirement Savings During COVID-19

    The COVID-19 pandemic has had a devastating financial impact on thousands of Americans across the country. During the second quarter of 2020, the ...
  • Tax Consequences of Losing Your Job

    Article Highlights:  Severance Pay Unemployment Compensation Health Insurance Employer Pension Plan Coronavirus-related Distributions Home Sale ...
  • 10 Tips for Better Budgeting

    …and how QuickBooks Online can help you with the mechanics.  If you already have a budget, it’s probably been difficult for you to stick with it f...
  • Actually, a Recession is a Great Time to Launch That New Startup

    It's safe to say that there are a lot of people worried about an impending global recession thanks to the economic slowdown that the ongoing COVID...
  • Still Waiting for the IRS to Cash Your Check?

    Article Highlights:  IRS’s Unopened Mail Backlog Uncashed Checks Dishonored Payment Penalty IRS Relief for Taxpayers During the COVID-19 pandemi...
  • Here’s What Could Happen If You Try to Short-Change the IRS

    Article Highlights:  Self-employed taxpayers Underreported income Unscrupulous tax preparers Phony deductions or credits Inflating the Earned Inco...
  • Do You Know Unemployment Benefits Are Taxable?

    Article Highlights:  CARES Act Unemployment Benefits States Taxation of Unemployment Will Unemployment Be Taxable?  With the passage of the CAR...
  • Couples and COVID-19: Here are 5 Ways to Work Together During the Pandemic to Protect Your Finances

    The coronavirus pandemic has changed our lives in many ways, and whether you’re thinking about the physical and social aspects or the financial asp...