Blog

Whether in person or online, we want to provide our clients with the
information they need to make sound financial decisions. From timely
wealth management tips to the latest investments forecast, our blog
has informative articles full of tips to help you manage your finances. 

Trump Signs Executive Order on Payroll Taxes

Trump Signs Executive Order on Payroll Taxes

On Saturday, President Trump signed an executive order that, among other things, deferred the payment of the employee portion of payroll taxes. Specifically the 6.2% social security tax that is normally withheld from an employee’s paycheck. This has been touted as a...

How to Fill Out the New W-4 Form

How to Fill Out the New W-4 Form

The new W-4 form has proved itself to be quite the obstacle for small business owners.  Rather than debate the functionality, ease of use, or practical application of it, we just want to dive right in and tell you how to use it. While the post is written for small...

Mileage Logs and Automobile Expenses

Mileage Logs and Automobile Expenses

When deducting automobile related expenses, it is imperative that you keep a mileage log.  The IRS allows for two ways of deducting automobile expenses. Standard Mileage The first is taking the standard mileage rate.  With this method, you take the number of miles you...

How to Track Income and Expenses

How to Track Income and Expenses

Every year, it is inevitable that we have clients come in the door with pages and pages of spreadsheets or notebook paper where they kept track of expenses.  It can be hard to prepare a tax return with this information.   I am less concerned about the time it takes us...

How to Reach an IRS Representative

How to Reach an IRS Representative

Calling the IRS might be one of the most frustrating experiences a person can deal with.  To make matters worse, it can be a true challenge to actually reach a representative.  The IRS does this by design.  They already have a lot of calls that come in daily, but most...

What are Itemized Deductions?

What are Itemized Deductions?

I am very often asked if things like charity, state taxes, and medical expenses are deductible against your taxable income.  Like most things in the world of tax, the answer is not a simple yes or no.  The answer is more of a “sometimes.”  When an individual files...

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