Part of my early-Monday-news scan this week brought me this story: http://cbsn.ws/1Q0chAV. Here's a startling fact from the article: almost half of all US households can not come up with $400 to cover an emergency expense. They would need to sell something or borrow...

Memorial Day weekend often feels a little jarring at times. Burgers, pools, and picnics are set against the solemn backdrop of remembrance for the sacrifices of so many thousands who have laid down their lives so we can have those freedoms. However, when you talk to...

With all of the chaos that we are seeing bubble up around us, both in our nation and overseas, it can feel like everything is in flux. Please, if you've established for yourself a hedge against financial turmoil, let's not have you ruin it. Last week, I sent you a...

We spend a disproportionate amount of our time around the office dealing with government forms and websites. (Seriously, can you or I get a gig as a web designer for the government? Those contracts run in the 7 figures and the designs still look like something built...

I get pretty excited about the spring. All around the country, the snow is gone, the trees don't seem so desolate; and am I right that the angle of the sun is a bit less harsh? Or maybe it's just because tax season has finished and I'm getting more sleep. 🙂 Well, I...

If your tax returns have been filed (as most of our clients' have), I do hope you've taken the ripe chance afforded to you to scrutinize your year and your financial health. Even if you're on extension, it's good to pause here before summer and consider where you're...

This is never a very fun "holiday", but it's worth marking every year. Friday, April 24th is our National "Tax Freedom Day". That's the date by which you've finally worked enough days just to pay off your taxes for the year. The rest of the year is your "take home"...

The loudest thing I want you to hear from this post is this: THANK YOU for your trust. Our primary work for this tax season has just about wrapped up. But notice I said, "Primary". You see, unlike some tax professionals, we make it a point to do a bit more than simply...

This has been an intense tax season. For those of us in the tax professional community, there have been emails, message board postings and blog posts flying about the difficulties that many have been facing with regards to all of the additional paperwork called for in...