The Internal Revenue Service (IRS) began to officially accept and process tax returns on January 29, 2024. Therefore, as the April 15 deadline approaches, it’s an excellent time to take stock of your annual returns and determine if there are any opportunities to save money and time.  Tax planning and preparation is a continual initiative....Read More

Entrepreneurs rarely have the funds on hand to launch a new business start-up successfully, which is exactly why start up business loans are the norm when it comes to exploring and building a new venture. Even the smallest new companies can benefit from a startup business loan, whether it’s for turning a hobby or passion into...Read More

The importance of tax planning cannot be understated. Therefore, it’s essential to keep strong financial records all year long. The beginning of a new year marks an opportunity to get a jump-start on tax planning and preparation initiatives that will make the months ahead easier.    There are varying tax law changes on the horizon and...Read More

While most business owners are understandably focused on the day-to-day actions and operations that allow their business to run, smart and accurate accounting is the backbone of any company.   If mistakes are made when it comes to accounting, it can have a world of impacts on a business’s bottom line. Internally, incorrect reporting can lead...Read More

While the upcoming holidays are understandably at the forefront of many peoples’ minds, the end of the year marks an opportunity to start preparing for your 2023 annual taxes (due on April 18, 2024) and your tax strategies in the year ahead. Tax preparation and planning are essential at any time of the year, but...Read More

As a business owner, chances are that you focus on your day-to-day operations and potential growth and aren’t necessarily focused on the future sale of your business.   However, while you may have no intention of leaving your established business anytime soon, exit planning for business owners is a strategy that should not be delayed until...Read More

When it comes to financial planning, most business owners tend to concentrate on the here and now, and for good reason. Operating a small business demands paying attention to many details, ranging from customer service to marketing. Consequently, long-term financial planning often becomes secondary to immediate needs and concerns.   However, having a business financial advisor...Read More

Small businesses can benefit greatly when it comes to having CFO services. A Chief Financial Officer (CFO) can provide guidance and strategies for all aspects of a company, from annual tax preparation to the best paths forward for future financial growth.  Unfortunately, most small businesses don’t have the income to hire a personal CFO in-house....Read More

It’s common knowledge that the earlier you start saving for retirement, the more financially secure you’ll be.  But what can you expect regarding taxes?  Many new retirees are surprised to discover that annual taxes still apply when it comes to retirement savings and accounts.  It can take a big chunk out of the hard-earned income...Read More

As a business owner, you are usually occupied with the current needs of your company. However, a time will come when you’ll consider selling or transferring your business to embrace a well-earned retirement. But the importance of exit planning strategies well before you ever intend to sell cannot be understated.   Exit strategies for business owners...Read More