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Tax Tips
Maximize your tax refund by taking advantage of these often-overlooked deductions that could save you thousands.
Financial Planning
Learn how to establish a financial safety net that protects you from unexpected expenses and provides peace of mind.
Business
Discover effective tax planning strategies specifically designed for small businesses to minimize tax liability and maximize profitability.
Retirement
Whether you're in your 20s or approaching retirement, this guide provides age-appropriate strategies to secure your financial future.
Tax Tips
Stay informed about the latest tax law changes and how they might affect your personal and business tax situation.
Financial Planning
Navigate market volatility with these proven investment approaches designed to protect and grow your wealth in any economic environment.
Helpful tools to assist with your financial planning
Estimate how much you need to save for retirement and if you're on track to meet your goals.
Key tax deadlines to keep on your radar
Fourth quarter estimated tax payment due for tax year 2024
Tax filing deadline for individuals for tax year 2024
First quarter estimated tax payment due for tax year 2025
Last day to make IRA contributions for tax year 2024
Second quarter estimated tax payment due for tax year 2025
Third quarter estimated tax payment due for tax year 2025
Extended deadline for partnership and S corporation tax returns
Extended deadline for individual tax returns
Last day to make tax-deductible contributions and adjustments for tax year 2025
Note: These dates are subject to change. Please consult with our tax professionals for the most current information.
Get answers to common questions about our services and financial matters
For individual tax preparation, you should bring identification, Social Security numbers for you and your dependents, income statements (W-2s, 1099s), expense records, previous year's tax returns, and any tax-related forms you've received. For business taxes, bring profit and loss statements, expense records, asset information, and any relevant tax forms.
While tax returns are typically due by April 15th, we recommend beginning the preparation process in early February to allow ample time for gathering documents, identifying potential deductions, and addressing any complications that may arise. Year-round tax planning is even better for optimal financial outcomes.
We recommend reviewing your financial plan at least annually to ensure it remains aligned with your goals. However, you should also review your plan whenever you experience significant life changes such as marriage, having children, changing jobs, or approaching retirement.
Yes, we provide services to businesses of all sizes, from sole proprietorships and startups to established small and medium-sized enterprises. Our team has experience across various industries and can tailor our services to meet your specific business needs.
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