Certified Public Accountant





From the firm: Seize the energy of the new year

The new year is finally here—and with it comes a wave of hope and renewed energy. Let’s make the most of it! A great place to start is by ensuring that your remote team feels connected—especially if they’ve been working remotely for a while. It’s time to look at re-energizing your team meetings and other […]

Goal setting in the new year

Does the idea of making a list of financial goals cause you to freeze like a deer in the headlights? Maybe you’re afraid there will be more details than you have informa­tion about. Or that the process of aligning your finances with your future will be too time-consuming. It doesn’t have to be that way. […]

Audit protection: What it is and what it can do for you

Nothing strikes fear in the heart of a taxpayer more than a notice from the Internal Revenue Service. It can be jolting to receive any type of communication from the IRS-no matter the complexity of the request or the issue outlined. That’s why so many taxpayers look to audit protection services-to ensure they have a […]

What you need to know this tax season

Many people don’t pay attention to their taxes until it’s time to file their federal return. Now the time is here-and this year’s filing includes some key changes you should understand before you hit the individ­ual tax deadline. Here’s a summary of changes you’ll see on this year’s Form 1040: Cryptocurrency is under the IRS […]

Recharge your remote team

All signs point to the need for many companies to continue remote work in 2021-at least for a while. Now that most of us have been working at home or in other socially distanced locations for much of 2020, it’s time to re-energize and keep those productivity levels high. Try these tips to keep your […]

Get outdoors… with activities for snow or sand

Once the holidays are over, you may be looking for some fun things to do with your family to break up the winter months and stay active. Whether you live in a cold climate, or one that’s warm most of the year, there are plenty of activities to choose from. Start with the lists below […]