What Is a 529 Plan, and What Are the Benefits of Investing In One?

The thought of saving for your child’s college education can be daunting. Higher education costs seem to rise more and more each year, and saving enough to send your child to college can feel like a steep mountain to climb. It can be difficult to know the best way to save or where to even.

Taxes and Your Mental Health: How to Handle Financial Stress

If money stresses you out, you’re not alone. A recent study by the American Psychological Association reported that money is a significant source of stress for 64% of American adults (and the percentage was even higher for people in lower income categories). Financial stress, if left unchecked, can wreak havoc on our mental and physical.

10 Ways I Can Help Your Business As Your CPA

10 Ways I Can Help Your Business As Your CPA

As a CPA, I can do more for your business than file your taxes. From tax planning and preparation services to business accounting and serving in a business advisory role, I am equipped to come alongside you to help your business thrive.  Accounting is all about interpreting information about a company’s finance and operations to.

2021 Tax Changes to Look Out For

Adjustments to federal tax brackets, deductions, credits, and more are not new—they happen every year. This year’s changes are small and are largely related to inflation, but regardless it’s important to be informed about them so you can make any necessary adjustments for next year’s taxes. Let’s take a look at the 2021 tax changes.

The Basics of Closing Your Books at Year-End

With the end of December around the corner, that means that, for most businesses, it’s time to close out the year’s books to get ready for the new year and 2020 tax season. Whether you do this yourself or have your accountant take care of it, it’s important to understand the basics of closing out.

Ways to Prepare for Year-End Taxes

Can you believe 2020 is almost over? The end of the year means it’s time to prepare for the upcoming tax season. With economic shifts due to the COVID-19 pandemic and tax changes related to COVID-19 stimulus packages, it is especially important to be well-prepared for your taxes this year. Let’s go over a few.

2020 school year taxes

2020 School Year Tax-Saving Tips for Parents

School looks a lot different for all of us this year. Whether you are sending your children to public or private school, doing in-class, hybrid, or distance learning, tackling homeschooling, or some combination of these options, most of us are in uncharted territory. Because of this, we thought it would be a good idea to.