Category Archives: Blog

Senior Partner Richard Lundy Interviewed by Forbes

Senior Partner Rick Lundy was recently interviewed by Forbes about “If You Died Guide” a product that will not only benefit your survivors, but is an excellent tool to use ….. while your alive and well …. to organize your … Continue reading

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End of the Year Personal Tax Tips

Though your mind may be focused on holiday preparation and holiday shopping these days, don’t forget that it’s also the end of the tax year. Use these tips to prepare for a better tax time in April. Tip #1: Give … Continue reading

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End of the Year Federal Tax Deadlines

Because there are so many fees and other penalties associated with missing important tax deadlines, it is a good idea to keep an organized tax calendar that will alert you to significant dates. Now is the time to plan any … Continue reading

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How to Maximize Charitable Giving at the End of the Year

In honor of National Philanthropy Month (November) and the end of the year, why not consider taking your charitable contributions and your relationship with giving to new heights? Of course we are lucky enough to be able to receive healthy … Continue reading

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Fall Tax Season: Dates to Watch For

As summer winds to a close, it also signifies the start of a new tax season. It won’t be long before the 4th quarter of the financial year is upon us, and there are a number of upcoming deadlines to … Continue reading

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Accrual versus Cash Accounting

There are two main forms of accounting, cash and accrual, and the type you use depends on your business. In general, most small businesses use cash accounting while large corporations use accrual. A new proposal in the Senate could require … Continue reading

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Understanding Home Office Deductions

These days, working from home is becoming more and more common. For those who use part of their home for business, there are tax deductions available. However, the key is to know which deductions are applicable to you and what … Continue reading

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Understanding the FBAR

If you’re an American living and working abroad, you may have heard of the FBAR (Foreign Bank Account Report). If not, you aren’t alone. US expatriates are frequently surprised to learn that they could face a hefty tax to the … Continue reading

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Time For Your Mid-Year Tax Check-Up

You’ve just taken care of your taxes for another year; time to relax, right? Well, not exactly. Paying attention to your 2014 taxes now could pay off in a big way the next time April 15th rolls around. There are … Continue reading

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App-y to Help You: Helping Small Business Owners Stay Organized

If you haven’t yet gone digital with your accounting, there’s no better time to start. As technology advances, staying organized is easier than ever with specialized apps designed to address every aspect of a business. Many are cloud-based, so you … Continue reading

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