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Preparing for this tax season

January 15, 2020

The New Year is guaranteed to bring one thing… tax season. For most accounting firms, tax season means coffee is always brewing and work hours are extended to make sure you meet the deadline. We know the process can seem daunting but it doesn’t have to be. For that reason we’ve put together a quick…

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A New Year’s resolution of love –

December 9, 2019

My office phone rang. It was a referral from a friend. Through tears, the lady in her sixties, explained that her husband had passed away just weeks before. He had always paid the bills, handled the taxes, met with the investment broker and now she was left not knowing what they owned and if she…

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Non-Profit Board Responsibilities

October 16, 2019

Serving on the board for a non-profit close to your heart is one of the best ways to get deeply involved and make a difference. However, there is a lot of responsibility that comes with being on the board. Legal, ethical, and moral obligations come into play when you are part of the decision-making process…

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Are Accountants Only for My Parents?

October 1, 2019

Why Do Younger Generations Need an Accountant? Many young people automatically defer the idea of needing a personal accountant because they assume that all they do is give a tax return. Accounting is about much more than taxes… it’s about planning for your future alongside someone who cares about your financials. Buying a house, budgeting,…

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Can AI Replace Accountants?

August 28, 2019

Artificial Intelligence has found its way into our lives in more ways than we think– into our homes with Amazon Alexa, our phones with Siri, and even into our jobs. Artificial Intelligence and other new technologies have been credited with taking millions of jobs around the globe. Customer service representatives have been traded for automated…

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Why do I need an Employee Benefit Plan?

August 2, 2019

Employee benefits are forms of compensation that are above a salary or wages and are paid by employers to their employees. Employee benefit plans are often one of the greatest expenses of a company’s operations. As a result, their worth can be falsely questioned and financial decision makers within businesses often seek to find a…

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How to Hire for Emotional Intelligence

July 24, 2019

Why worry about Emotional Intelligence? Although measurable intelligence such as GPA, certifications, and credits are essential within the workforce, there is a type of priceless intelligence that cannot be easily calculated: emotional intelligence. Emotional intelligence is the ability to communicate feelings and to be aware of other’s emotions. A team of individuals with high educational…

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What should I do after filing a tax extension

June 6, 2019

Over 10 million taxpayers file for an extension every year based on reasons such as: needing more time to collect receipts, changing jobs, moving homes, or just not being able to complete their return in time. However, even though filing for an extension does buy more time to file taxes, it does not give more…

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Am I Eligible for a Summer Childcare Tax Credit

June 6, 2019

For full-time working parents, daycare and summer camps are required to survive the year. As we all know, these childcare options are expensive and can cost an average of up to $15,000 annually. According to the American Camp Association, over 14 million kids attend day camps and overnight camps every summer. Summer camps usually cost…

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Can hiring an accountant preserve my small business?

April 9, 2019

Small businesses are defined as a company with less than 500 employees. According to the U.S. Small Business Administration, small businesses make up 99.7% of U.S. employer firms. However, the SBA also proclaims that only half of these establishments survive 5 years and about one-third survive 10 years. Why are so many small businesses failing?…

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