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


Helpful Tips for Completing Your SafeSend Tax Organizer

Tax organizers help you collect all the information we need to prepare your individual tax returns. Organizing your information in clear and complete ways helps us prepare…

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Current and Upcoming Tax Law Changes

Whether you are preparing to file your 2023 tax return or are planning for 2024 on, it is imperative to review the effects of changes to tax…

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Upcoming Deadlines

Upcoming deadlines


Friday, March 15, 2024 – Original deadline for partnerships (Form 1065) and S Corporations (Form 1120S)

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Monday, April 15, 2024 – 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