WORDS FOR THE WISE.

Good morning my Concierge Family, We have some exciting news. Last week the House of Representatives passed a bill updating the PPP prog...

Good Morning my Concierge Family, I hope everyone is doing well and is safe and healthy. Most businesses and business owners are finally...

Protect yourself this new year from this simple, yet potentially costly mistake: if you are writing any manual checks in the year field...

Scammers are getting smarter and we need to be hyper vigilant. Can you spot all the errors in this fake IRS letter? Hint, there are a ...

Just because tax season is over doesn’t mean tax related scams are over. There are two new variations of tax-related scams. The first ...

One year ago I embarked on the biggest adventure of my career and the journey has been amazing. I left my old job and started my own acco...

Potential Capital Gains Tax Reform is on the horizon. The following article explains how the proposals will affect you. http://a.msn.com/...

The complexity of the tax code generates a lot of folklore and misinformation that could lead to costly mistakes such as penalties for fa...

Did you know there is such a thing as “Tax Freedom Day?” Tax Freedom Day is a significant date for taxpayers and lawmakers because it rep...

The key to avoiding the last minute scramble to find documents and receipts at tax time is to keep track of your receipts and records thr...

Starting May 13, 2019 only individuals with tax identification numbers may request an Employer Identification Number (EIN) as the "respon...

It’s with great honor that I share that my firm has just received approval from The AZ State Board of Accountancy that we are now able to...

As I reflect and say goodnight to my first tax season as a partner and entrepreneur in my own firm, all I can say is wow!!! I am so humbl...

For those of you who over or under withheld on your paychecks last year, the new W4 forms will be changing later this year. Get ahead of ...

For those of you who want to understand the new tax forms... https://www.cbsnews.com/news/tax-form-1040-what-taxpayers-should-know/

Obtaining a 6-month extension to file is relatively easy and there are legitimate reasons for doing so; however, there are also a few dow...

If you want to save money for your business, there are plenty of legitimate ways to save money on taxes. However, here are ways to NEVER ...

The complexity of the tax code generates a lot of misinformation that could lead to costly mistakes. With this in mind, let's take a look...

When selling a house the most common question I get asked is will I pay tax on the sale of my house? Guess the answer, it depends! It dep...

No one likes paying a lot of taxes, and savvy taxpayers will claim as many deductions as they can to reduce their bill. But some people g...