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Contact Us
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| STAYING CONNECTED TO YOU IS IMPORTANT TO US. |
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| | IMPORTANT! ELECTIONS MATTER FOR "TAX POLICY" | |
If you want Lower taxes...Vote Republican.
If you want Higher Taxes...Vote Democrat.
In my 44 years as a CPA I've never seen tax policy as favorable for all citizens as it is now.
The Republican Administration passed the Tax Cut & Jobs Act in 2017 and in the Big Beautiful Bill in 2025.
These tax law changes lowered the taxes of "every client" I SERVE, and at every income level, not just the wealthy.
Very Best Regards
Jim, Dan, and Amber
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| TIMELY OPPORTUNITIES |
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| | Age Is Just a Number, but Tax Milestones Matter | |
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From childhood savings accounts to retirement plan distributions, age can affect federal tax obligations and planning opportunities throughout one's life. Knowing when key milestones will arrive is critical to choosing optimal strategies. We journey through major age-based tax rules and considerations that taxpayers may encounter from birth through their 70s. Read More
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| QUICKBOOKS |
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| | Save Time with QuickBooks Online Automation | |
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Routine bookkeeping can quickly become time-consuming. You might log in to your accounting software to record a customer payment, only to discover invoices that need to be sent, bank transactions waiting to be categorized or estimates that are ready to be converted into projects. Read More
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| MANAGEMENT |
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| | Why That's Brilliant! Suggestion Boxes Still Work | |
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Suggestion boxes can work wonders. They cost little to set up and, over time, at least a few of your employees' ideas will likely save your company money and help it operate more efficiently. This article offers eight steps to a successful suggestion box program. A sidebar provides a brief history of the suggestion box, which starts in 1894. Read More
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| OPERATIONS |
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| | Avoid Costly Equipment Buying Blunders | |
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Some business owners invest in the most expensive piece of equipment available only to later learn it was beyond their needs or the expertise of their employees. Then again, other business owners don't upgrade their equipment or buy only used assets, which may lead to all sorts of other problems. This article offers a five-point plan for buying assets in a safe, savvy manner. Read More
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