2013 Newsletter

Call Us: (866) 474-1238

You've worked hard to get where you are. You deserve a firm that works hard for you.
Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits Read more
Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars.
We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Calculators

Please try our wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports

Resources

Take a look at our wide variety of financial resources.

Tax Due Dates

Please note the following tax due dates on your calendar, and come back often to keep up with the changes.

Financial Guides

Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.

Check out our referral program

referral_program_2014.pdf

December_2013.pdf

Time is running out for making tax-smart gifts and donations in 2013
Business or hobby? Nine factors help the IRS decide
Welcome Leslie!

Affordable Care

For businesses - Its' all in the numbers
For individuals - It's all about coverage

1099s: A little form with a painful bite
Don't get tripped up by a wash sale
Kickoff of helath care law for individuals

October_2013.pdf

What you need to know about estate and gift taxes
Manage your business with a few key numbers

August-September_2013.pdf

Medicare taxes can be harmful to your financial health
IRS publishes 2014 HSA contribution limits
Can happy employees equal healthy profits?
Look into energy credits
Avoid six common mistakes in selling a business
Make your plan accountable for best tax treatment

Give your children a good financial education
Budget issues force IRS closures
Recordkeeping: How to get all that paper under control

A bank line of credit: Should your business have one?
Reminder: Second estimated tax payment due June 17
Schedule midyear tax planning soon
Don't fall for bogus IRS e-mails and websites
Does your 2013 withholding need adjusting?
IRS announces 2013 deduction limits for business vehicles

Foreign asset reporting: You may need to file two forms
Don't overlook tax planning in a divorce
May 15 deadline for nonprofit organizations

You can't change your mind after you convert
Filing reminder for tax-exempts
Watch for hazards when buying a franchise

Consider a buy/sell agreement for your business
IRS offers a simplified home-office deduction
Prior-year health care reform lase changes 2013 tax rules

February_2013.pdf

Dependents can be a complicated tax issue
IRS plans a late start to the 1040 filing season
Straight talk on carrybacks and carryforwards

January_2013_Special_Edition.pdf

Tax legislation gets us past the fiscal cliff - for now

January_2013.pdf

Understand "sunk costs" in making business decisions
Mark these tax deadlines on your 2013 calendar
Use adjusted tax numbers in your 2013 planning