Many Americans agree that estate planning is essential, but only 32% of people have the basics of an estate plan – namely a will – in place.   However, estate planning is more than designating how your assets should be distributed or who should be the beneficiary of life insurance policies. Instead, a comprehensive plan includes...Read More

Whether you are an employed individual or a business owner, a tax professional can uncover the benefits and advantages of tax planning throughout the year, not just in the weeks leading up to the April 15 filing deadline.  However, different professionals often offer different types of accounting services.  Therefore, enlisting a tax professional that is best...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

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

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

In a dynamic world of entrepreneurship, efficient and strategic small business accounting is essential. As a small business owner, you likely don’t have the bandwidth or the resources to keep a detailed eye on your company’s accounting on a routine and daily basis. When it comes to financial management, many owners rely on occasional accounting...Read More

Small businesses require unique tax planning strategies, especially if they want to grow. Taxes can be a hardship for small business owners across all industries. However, a top-notch small business accounting services provider can help with every aspect of tax preparation services. We will explore some steps to consider before you consult a small business...Read More