We are always researching for tax tips and strategies that our clients can implement to lower their tax liability and improve their financial position. See below for a few simple tips that can be applied to your individual situation. 


Donating Blood

A Great Planning Tool: Health Savings Accounts

Father and Children

How the Revised Child Tax Credit Will Impact Your 2021 Tax Return

Checking Blood Pressure

Managing Your Healthcare Costs in Retirement

Construction Engineer

Tax Implications of the American Jobs Plan

Helicopter Rescue

The American Rescue Plan Act


Three Reasons to File Your 2020 Taxes Early

Driving Service

The Tax Implications of Your Side Hustle

Flexible Payment Planning

2020 Year-End Tax Planning

Stock Exchange

The High Risk of Owning Bonds Today


Financial Planning Check Up

Social Security Tax.jpg

Social Security Tax Deferral

Dollar Bills

Economic Impact Payments From The CARES Act

Math Homework

What Expenses Are Deductible In 2019?


What You Should Know About The SECURE Act

Image by Jason Dent

Roth vs. Traditional IRA: Which One Is Right For You?

Chess Game

Year-End Tax Planning Strategies


Avoid Surprises On Your 2019 Tax Return

Old-Fashioned Clock

What Will Happen When Social Security Runs Out?


The Impact of Your Pension On Your Social Security Benefits

Five Things That Every IRA Owner Should Know


The Impact of the Tax Cuts and Jobs Act

Red Flag

What Triggers The IRS? 10 Flags that Could Signal an Audit

Market Analysis

Tax Consequences of Reinvesting Your Mutual Fund Distributions

Office Work

Year-End Review of Your Retirement Accounts

Market Analysis

Maximizing Your Deductions in Light of Tax Reform

Beautiful Private House in the Suburb

Tax Implications of Selling Your Home

Graduation Caps

How to Save for Your Child's College Education

Will vs Trust: Which is Right for You?

Avoid Surprises on Your 2018 Tax Return

Five Changes to Be Aware of Under the 2018 Tax Reform

Year-End Tax Planning Strategies

Making the Most of Your Charitable Donations

How Could the Proposed Tax Reform Affect You?

8 Security Tips in Light of the Equifax Data Breach

Tax Tips for Home Sellers

"Why Am I Being Selected for An Audit?"

5 Things You Can Do Right Now to Help Improve Your Retirement Years

What Parents Need to Know About Back-to-School Expenses

Avoid The Hidden Traps of Retirement Plan Loans