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.
Health-Savings-Account-for-your-small-business

Setting up a Health Savings Account for Your Small Business

With the escalating cost of employee health care benefits, your business might be interested in providing some of these benefits through an employer-sponsored

tax-related-scams

Watch Out for Tax-Related Scams

According to the IRS, thousands of people have lost millions of dollars and their personal information to tax scams. Criminals have been known

unemployment-tax-costs

Understanding and Controlling the Unemployment Tax Costs of Your Business

As an employer, you must pay federal unemployment tax (FUTA) on amounts up to $7,000 paid to each employee as wages during the

gift-tax-exclusion-rules

Take Advantage of the Gift Tax Exclusion Rules

As we head toward the holiday season, you may be considering giving gifts of cash or securities to loved ones. Taxpayers can transfer

chances-of-an-IRS-audit

The Chances of an IRS Audit are Low, but Business Owners Should Be Prepared

If you’re like most business owners you’re asking: How can I avoid an IRS audit? The good news is the odds against being

Series-EE-savings-bonds

When Is Tax Due on Series EE Savings Bonds?

You may have Series EE savings bonds that were bought several years ago. If so, you probably store them in a file cabinet

Ready to join a winning team?

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