As another year has end, we are here to assist you navigate an ever changing financial and tax landscape.

This now two-year long pandemic has brought challenges and disruptions that may have significantly affected your personal and financial situations – COVID-19, economic relief measures, new tax laws and political shifts. We look forward to discussing your tax situation so we can develop a customized plan that works to maximize your benefit…

Recently, there were changes made to the child tax credit that will benefit many taxpayers. As part of the American Rescue Plan Act that was enacted in March 2021, the child tax credit: amount has increased for certain taxpayers, Is fully refundable and may be partially received in monthly payments…

We hope you and your family are well! This past year brought challenges and disruptions that may have significantly impacted your personal and financial situations – COVID-19, economic relief measures, new tax laws and political shifts. We are here to help you take a fresh look at the health of your tax and accounting well-being….

As the coronavirus (COVID-19) continues to affect local communities and global economies, our firm remains committed to serving your tax and financial planning needs. As part of this commitment, we want to make you aware of key tax provisions impacting individuals contained in the year-end coronavirus relief legislation, known as the Consolidated Appropriations Act, 2021…

April 15th is just around the corner. Before the rush begins it is helpful to start preparing now.  Thankfully the IRS has compiled a list of actions you can start today so that you are well prepared. Check withholding – Since federal taxes operate on a pay-as-you-go basis, you need to pay most of your…

It is time to start planning for the upcoming 2020 Tax filing season. This year there are a number new credits to claim and deductions to take. These are important to understand as they can affect the size of your refund or payment. Take a look at some of the new claims and deductions: Recovery…

To claim a child as a dependent the child must either be: under age 19 at the end of the year and younger than you (or your spouse if filing jointly) under age 24 at the end of the year, a student, and younger than you (or your spouse if filing jointly) any age if…

To Our Valued Clients, As the coronavirus (COVID-19) continues to affect local communities and global economies, you may have concerns about your financial well-being. Or you may be wondering about how recently passed legislation impacts you. We’re providing a high-level summary of some of the key provisions impacting individuals and recommend discussing your particular circumstances…