Certified Public Accountants

Accounting & Audit

Accounting & Audit Services

You need reliable information to make confident decisions. Trust us to provide accurate information on a timely basis with our complete range of accounting, auditing, and business advisory services.


Tax Planning & Preparation

Tax Preparation for Individuals & Businesses

Personal and business taxes prepared, reviewed and filed. We’ll also provide tax planning so you pay the least amount of tax.


Financial Planning

Financial Planning Services

You earned it. You should keep it. Our estate planning professionals will guide you through growing your assets while building income based on your current needs and future expectations.

Important Information and Tax Rules that May Affect You

Estimated tax payments: Who owes them and when is the next one due?

You may have to make estimated payments if you receive interest, dividends, self-employment income, capital gains or other income. If you don’t pay enough tax during the year through withholding and estimated payments, you may be liable for a tax penalty on top of the tax that’s due. Individuals must generally pay 25% of their […]

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Is your withholding adequate? Here’s how to check.

When you filed your federal tax return this year, were you surprised to find you owed money? Or did you wind up getting a large refund? Either situation might mean it’s time to review and adjust your withholding. This might be necessary because something in your life is different this year (for example, you got […]

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How to avoid the early withdrawal tax penalty on IRA distributions

If you take withdrawals from your traditional IRA, you probably know they’re taxable. But there may be an additional penalty tax on “early” withdrawals. An early distribution is defined as taken before age 59½. You’ll be hit with a 10% penalty tax unless an exception applies. Fortunately, there are several exceptions. Common examples include: 1) […]

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The kiddie tax: Does it affect your family?

The kiddie tax rules may impose substantial limitations on income shifting to your children. They apply if: 1) the child hasn’t reached age 18 before the close of the tax year, or 2) the child’s earned income doesn’t exceed half of his or her support and the child is age 18 or is a full-time […]

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