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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

With year-end approaching, 3 ideas that may help cut your tax bill

You may still have time to trim your 2021 federal tax liability by taking certain steps. For example, contribute the maximum to your retirement plans, including traditional IRAs and SEP plans. Another idea: If you make your Jan. 2022 mortgage payment in December, you can deduct the interest portion on your 2021 tax return (assuming […]

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New Digital Asset Reporting Requirements Will be Imposed in Coming Years

The Infrastructure Investment and Jobs Act was signed into law on Nov. 15, 2021. It includes new reporting requirements that will generally apply to digital asset transactions starting in 2023. Cryptocurrency exchanges will be required to perform intermediary Form 1099 reporting for crypto transactions. The law expands the definition of brokers who must furnish Forms […]

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Remember to use up your flexible spending account money

Do you have a tax-saving flexible spending account (FSA) with your employer to help pay for health or dependent care expenses? It’s a good time to review 2021 expenses and project amounts to be set aside for 2022. A pre-tax contribution of $2,750 to a health FSA is permitted in 2021. This is increasing to […]

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Feeling generous at year end? Strategies for donating to charity or gifting to loved ones.

Planning to donate to charity this year? Normally, if you take the standard deduction and don’t itemize, you can’t claim a deduction for charitable gifts. But for 2021, you’re allowed to claim a limited deduction for cash contributions made to qualifying charities. For cash donations made this year, you can deduct up to $300 ($600 […]

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