Blog

Here are some tips to help reduce the amount of time to prepare your 2023 tax return:Download and fill out the 2023 Tax Organizer & Questionnaire. The questionnaire is meant to minimize the need for us to have...

There are a number of tax-related items you should keep in mind regarding charitable donations. The most important thing is: Keep adequate records. The IRS requires proper documentation for charitable deductions. Donating StocksThere are multiple avenues an individual...