Dear Clients & Friends, The deadline to send us your tax-related documents is fast approaching. As a reminder, we require that individuals send us all their documents by March 20 to be able to timely file your tax return by the due date. Otherwise, you are looking at filing an extension. If you are a […]
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The Internet of Things (IoT) is a topic on which business owners and individuals alike should gain a deeper understanding. The extent to which the IoT will affect your life or your company (or already is), depends on various factors. For businesses, this includes your industry and business purpose, as well as your location. What […]
Dear Clients & Friends, This year’s tax season is well underway, and we are busy working on your tax returns for 2022. To that end, we have some useful information to share in this month’s newsletter. Firstly, if you haven’t already, it’s time to organize and send us your tax documents. As a reminder, we […]
Dear Clients & Friends, In 2022, the Senate Finance Committee updated the original 2019 SECURE Act, resulting in the SECURE Act 2.0. These updates are intended to help businesses and their employees plan for the future in more comprehensive financial ways. These new provisions will take place over several upcoming years. The SECURE Act (Setting […]
Dear Clients & Friends, Happy 2023! The new year has begun, which means it’s time to start finalizing your 2022 taxes if you haven’t already. Our new Client Collaboration HUB is the perfect place to get started. However, if you are a business, the most pressing issue is ensuring that you meet the dates for […]
Dear Clients & Friends, As a business owner, one of the most important things you can do for your business is to make sure you have the right infrastructure in order to gain a better understanding of your financial situation and to make informed decisions. We know many of you are longtime QuickBooks users, so […]