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


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…

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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…

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Upcoming Deadlines

Upcoming deadlines


Thursday, April 15, 2021 — Original deadline for calendar year-end C Corporations (Form 1120), Trusts (Form 1041) and individuals (Form 1040).

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Monday, March 15, 2021 – Original deadline for partnerships (Form 1065) and S Corporations (Form 1120S)

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More Deadlines

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