Tax season can feel overwhelming with documents arriving from employers, financial institutions, and others. As tax time approaches, here is a list of important documents to keep organized: W-2s and 1099-NECs Ensure you receive W-2s…

Start 2025 off on the right foot by setting financial goals for your family. Here are a few ideas: Declutter for cash Sell unused items and use the money to pay off debt or grow…

As tax season approaches, here are some tips to help make filing your small business’s tax return a smoother process. Reconcile your bank accounts Accurate books are the foundation of a solid tax return, and…

The IRS is urging businesses with pending or previously-approved Employee Retention Credit (ERC) claims to review their filings carefully. Incorrect claims could lead to audits, repayments, penalties, and interest. Background The ERC was introduced to…

The holidays are typically the time of year for gifting presents to friends and family or donations to charity. Unfortunately, not-so-jolly fraudsters take advantage of this generosity. Protect yourself by watching for these common scams:…

As a business owner, the new year isn’t just a fresh start—it’s a perfect opportunity to review key areas that can impact your success in 2025: Insurance coverage Meet with your insurance agent annually to…

January 1, 2025 – ON HOLD Deadline to file initial beneficial ownership information (BOI) for reporting companies created or registered prior to January 1, 2024. [Update: FinCEN’s BOI requirements were suspended in early December, reinstated…

Before the Crunch: Preparing Your Books for Tax Time With tax season around the corner, it’s time to ensure your business’ books are in top shape. Our expert-led webinar will guide you through essential year-end…