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You can:

  1. Use Our Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
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  3. Review Tax & Financial Topics of Interest in the Additional Pages section of our site

Please feel free to explore our site and e-mail us any questions, suggestions or other feedback that you may have.

If you would like to stay on top of your taxes, make sure you Visit This Site Often & Subscribe to Our Newsletter (as current news impacting your financial situation will be outlined here).

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Latest Information

Client Resource Center

Featured Article:

Avoid These Small Business IRS Audit Mistakes

Here are several mistakes to avoid if your business gets audited by the IRS.

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Weekly Tax Tips

Featured TaxTip:

Inflation Spikes Social Security Checks for 2022

2022 Cost-of-Living Adjustment (COLA) changes are here. This is what you need to know.

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TaxVid Videos

Featured Video:

2021 Individual Tax Highlights

The worst time to know about new tax laws is when it is too late to do anything about it. Here is a summary of the most impactful changes this year.

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Latest Newsletters

Featured Newsletter Article

IRS Warns of Identity Theft Signs

With identity thieves continuing to target the tax community, the IRS is urging taxpayers to learn the signs of identity theft so they can react quickly to limit any damage.

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Other Topics From This Newsletter

View October Client Update Newsletter

Tax & Business Newsletter

Be Careful When Borrowing Money From Your Business

If you borrow money from your business, the IRS may scrutinize the loan to see whether the loan is actually wages, a dividend or other taxable income. Here's what you need to know.

Tax Planning Insights

The Mutual Fund Tax Surprise!

While mutual funds may offer diversification for investors, they could also offer unwanted tax surprises. Here's what you need to know.

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