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I had a client in the construction field who came into the office and he was looking at a very large job that could make or break his company, and he needed bonding. So what we did as experts, I said, everything’s gonna be okay. We’re gonna plan this for the year end. We’re gonna Read More

When it involves estates, you know, a lot of the words you’ll hear a lot of times is living wills. You’ll hear healthcare surrogates, you’ll hear trusts, revocable trusts, irrevocable trusts. All these different types of estate terms. We not only prepare estate tax returns and the trust returns and all the returns associated on Read More

Estate planning is something that everyone needs. Estate planning is where when you pass away, the value of your assets are calculated, and if it’s over a certain amount, you pay 40% tax. That’s as of now, estate tax is always on the table when it comes to politics. When it comes to the election, Read More

Big changes in your tax return can often mean big mistakes. As a service oriented CPA firm, we are more than just your storefront tax shop, and what that allows us to do is see aberrations year over year, whether it’s with your tax return, your financial statements, for example, client comes in, we’ve been Read More

I have clients, new clients usually say, you know, how often should we meet? And I say, well, you know, we’re doing your bookkeeping monthly. Maybe you wanna meet with me quarterly, but I’d really rather meet with you monthly. And I, I even say this, I didn’t use to say this, but I say Read More

We have a client that runs a business and runs it very well, but has all these other passions which she wasn’t able to pursue. Like she wanted to climb Everest and she wanted to some other physical activities, and she wasn’t able to find a proper work life balance. What we did is we Read More

The first thing would be is I’m gonna go with amended returns where you can go back and if there were mistakes made or stupid stuff done that was not right, or more information comes to light, you can go back and amend returns and then, you know, going forward, like you would probably say Read More

We’ve had a lot of good case stories. One time, a long time ago. I mean, we have many, but there was one time, a long time ago we had a client who was potentially subject to, uh, and this was working with another partner, a referral partner. It was our client who was subject Read More

Well, yeah, I would sit here and tell people if someone’s making say a hundred thousand dollars and they’re paying $10,000 in tax, I’ll sit there and say, as their business is growing, I live for the day when you’re paying a million dollars a year or $10 million, like there’s no, I don’t have Read More

You know, I was talking to someone the other day and they said, “You know, I know someone who, who needs 24 hour nursing care.” That’s $250 to $300,000 a year. A year. Now, if someone got off their, you know what, an accountant or CPA got up, got off their, you know what, and Read More