Smiling man wearing glasses, a patterned blazer, and a collared shirt, standing against a transparent background.

Check out our latest helpful blogs

Guide to Estimated Taxes
Confused about estimated taxes in 2026? Learn payment deadlines, safe harbor rules, and how to avoid IRS penalties as a small business owner.
still-time-to-get-substantiation-for-2018-donations

There’s Still Time to Get Substantiation for 2018 Donations

If you’re like many Americans, letters from your favorite charities have been appearing in your mailbox in recent weeks acknowledging your 2018 year-end

tax-related-limits-affecting-businesses

Many Tax-Related Limits Affecting Businesses Increase for 2019

A variety of the tax-related limits that affect businesses are indexed annually for inflation, and many of these have gone up for 2019.

What-will-your-marginal-income-tax-rate-be

What Will Your Marginal Income Tax Rate Be?

The Tax Cuts and Jobs Act (TCJA) generally reduced individual tax rates for 2018 through 2025, but some taxpayers could see their taxes

2-major-tax-law-changes-for-individuals-in-2019

2 Major Tax Law Changes for Individuals in 2019

Most provisions of the Tax Cuts and Jobs Act (TCJA) went into effect in 2018 and apply either through 2025 or are permanent,

tcja-review-for-individuals

A Review of Significant TCJA Provisions Impacting Individual Taxpayers

There isn’t too much you can do to reduce your 2018 income tax liability now that 2019 has begun. But it’s smart to

tcja-review-for-small-business

A Refresher on Major Tax Law Changes for Small-Business Owners

The 2018 income tax filing season will soon be upon us. After the end of the year, it’s generally too late to take

Ready to join a winning team?

Let’s talk about how our experts can help you reach your financial goals.