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


Coronavirus Aid, Relief, and Economic Security Act Provides Employee Retention Payroll Credit and Payroll Tax Deferral

The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides a refundable payroll tax credit of 50% of wages paid by eligible employers to retain employees during…

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Families First Coronavirus Response Act: Employer Paid Leave Requirements

The Families First Coronavirus Response Act (FFCRA or the Act) requires certain employers to provide employees with paid sick leave or expanded family and medical leave for…

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Upcoming Deadlines

Upcoming deadlines


Monday, March 16, 2020 – Original deadline for partnerships (Form 1065) and S Corporations (Form 1120S)

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Wednesday, April 15, 2020 — Original deadline for calendar year-end C Corporations (Form 1120), Trusts (Form 1041) and individuals (Form 1040).

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More Deadlines

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