Business Owners + Individuals

Strategic Planning

The future is approaching, are you ready? Whether you have a good plan, a poor plan or no plan at all, strong guidance from a patient professional can help take the worry out of retirement. It might seem overwhelming and complex, but we have the knowledge and tools to help you not only draw up a realistic roadmap but actually guide you down the path toward comfort and stability.

Strategic Planning: Patience can lead to Significant savings

Keeping it simple doesn’t always provide the best results.

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News & Insights

News and insights


Chris Falco Examines Benefits of Qualified Opportunity Zones

CPA Chris Falco, of the Washington accounting firm Falco Sult, discusses how the federal government is encouraging investment into low-income/distressed communities by providing New Market Tax Credits…

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Tax Cuts and Jobs Act: C Corporations Versus Pass-Through Entities

By Liang Zhao, CPA, MSA, CMA, Senior Accountant Before the passage of the Tax Cuts and Jobs Act, pass-through entities, such as S Corporations and limited liability…

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More News

Upcoming Deadlines

Upcoming deadlines


October

1

Trust/Estates If you requested/obtained a 5 1/2-month tax extension, file your income tax return (Form 1041) and pay any tax due by this date.

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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…

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More Deadlines

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