Business Owners + Individuals

Estate Planning

You’ve worked hard to build a comfortable life for your loved ones, and the last thing you want is to leave them with any financial stress when you’re gone. Good estate, trust and gift planning is essential to providing security and minimizing tax burdens. We understand the complex tax laws associated with estate management and are here to help you get your affairs in order for lasting peace of mind.

Estate Planning: Planning your final resting spot

Where you retire can have a big impact on your estate.

Read More

News & Insights

News and insights


Falco Sult Stresses the Importance for Businesses to Keep Good Accounting Records

Good accounting records are the foundation of a successful business, yet surprisingly a lot of businesses are lacking this crucial tool. Accounting records inform business operations. “There…

Read More >

Employment Tax Credit for COVID-impacted Businesses Expanded for 2020 and into 2021

The Employee Retention Credit originally established under the CARES Act in March 2020 allows businesses who have been financially impacted by COVID to claim a credit on…

Read More >

More News

Upcoming Deadlines

Upcoming deadlines


September

15

Partnerships and S Corporations If a 6-month tax extension was requested/obtained, file a tax return by this date.

Read More >

October

15

Individuals If you requested/obtained a 6-month tax extension, file your income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due by this date. Corporations…

Read More >

More Deadlines

Reach out to us, we’ll take care of the rest