Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.
June and July bring key tax deadlines, including estimated tax payments, international filing extensions, and employer deposits. Here’s what you need to file—and when—to stay compliant. ...more
June 2025
June 12, 2025•1 min read
A summer business outing can boost morale and offer a tax deduction—if you follow the rules. Learn how to make your employee event 100% deductible and IRS-compliant. ...more
June 2025
June 12, 2025•1 min read
Summer day camps can qualify as eligible expenses for the Child and Dependent Care Credit—potentially reducing your tax bill. Learn the rules and how much you can claim. ...more
June 2025
June 12, 2025•1 min read
Just married? Your tax picture likely changed too. From name updates to new W-4 forms and filing choices, here’s what newlyweds need to know to stay compliant—and avoid surprises. ...more
June 2025
June 12, 2025•1 min read
529 plans offer powerful tax benefits for education savings. From tax-free growth to expanded uses and generous gift tax exclusions, here’s how to invest in your loved ones’ futures wisely. ...more
June 2025
June 12, 2025•2 min read
A strong business exit strategy protects your future—and your legacy. From buy-sell agreements to family transitions or outside sales, here’s how to plan a tax-smart and smooth ownership exit. ...more
June 2025
June 12, 2025•2 min read
Imagine finally having space to breathe—and time to think.
What if the future wasn’t just growth, but freedom?
You’ve earned more than burnout.
Let’s build the business that works for you.