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We are an accounting firm that is different...by design. We take a holistic approach to your financial well being.

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Recent Posts

Big Changes for Form W-4

Now is the time to review your tax withholdings Just when you thought you had a firm grasp on all the tax changes, the IRS is making a dramatic change to the way tax withholdings are calculated on your paycheck. Form W-4, used to calculate......

Dec 06, 2019
IRS ALERT: Two New Tax Scams

The IRS remains on the lookout for tax scams that can blindside unsuspecting taxpayers. Now two variations of past scams are currently making the rounds. Here’s what you need to know: The new scams The SSN hustle. This scam resembles another where callers......

Jul 19, 2019
Retirement Basics: Understanding Tax Efficiency

One of the basics in retirement is to be as tax efficient with your income as possible. In 2019, income tax rates range from 0 to 37 percent, plus a potential 3.8 percent net investment tax. Understanding how these progressive tax rates apply to ordinary......

Jul 12, 2019

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Big Changes for Form W-4- Now is the time to review your tax withholdings https://t.co/93BJaCro6p

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The long-standing paycheck withholding calculation is now gone. The IRS now has a new Form W-4 that makes determini… https://t.co/mAdbUc3VxV

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December 2019 Client Update Newsletter https://t.co/x8NwsPXum8

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