Resources

It’s Your Money. Get it Back NOW!

Categories: Miscellaneous
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Money in a safe

According to Credit Karma, over $40 BILLION of unclaimed property is currently being held by state governments. That’s a staggering amount of money – enough to buy half of the Read more

6 Last-Second Money-Saving Tax Moves

Categories: Tax Tips
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wallet with money

As 2018 winds down, there is still time to reduce your potential tax obligation. Here are some ideas to make your 2018 tax return less of a burden on your Read more

Don’t Let a Disaster Derail Your Business

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Street after a tornado passed through

With the recent frequency of hurricanes, earthquakes, tornadoes, floods and wildfires, it’s worth reviewing ideas to ensure your business can survive if it faces its own disaster. Here are some Read more

5 Annual Tax Essentials

Categories: Tax Tips
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TAX written on blocks next to a calculator

The more things change the more they stay the same. This is especially true when it comes to reviewing your tax situation. Mark your calendar to review these essential items Read more

Fraud? Negligence? Know the Difference!

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Man holding magnifying glass over bills with calculator

Each year the IRS opens thousands of investigations looking for possible tax fraud. In 2017 alone, the Criminal Investigation (CI) arm of the IRS identified $2.5 billion in potential tax Read more

Hustling for Extra Income

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Woman sitting at laptop using calculator

Conduct an online search of the phrase “side hustle” and you will find websites with countless ideas on how you can make some money on the side. The ideas range Read more

Keys to Creating a Satisfying Retirement

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Happy retired man sitting and smiling

You’ve done your retirement homework. Your assets are reviewed, you know your financial needs, and your retirement tax plan is in place. Are you ready to enjoy retirement? Probably, but Read more

Time to Launch Your Tax Strategy

Categories: Tax Tips
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Pen and calculator laying on top of receipts

Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started. Read more