Who Is Your Trusted Contact?
This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact. You do not have to supply...
How New Tax Laws Affect Small Businesses
A recap of the major changes impacting corporations and closely held firms. The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or held closely, you must recognize how the recent adjustments to the Internal...
The Medical Expense Deduction in 2018
Tax reform has lowered the threshold. If you itemize, you should note the reduced medical deduction threshold for 2018. This year, you can deduct qualified medical expenses exceeding 7.5% of your adjusted gross income. Next year, the threshold for the medical...
Celebrating 30 Years
We are proud to be celebrating 30 years serving our clients and community! During the first 15 years, our tiny firm of 4 Certified Public Accountants grew into a well-respected accounting and tax practice of 15 professionals. We specialized in small-to-medium-sized...
