Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

The IRS Warns about the Second Quarterly Tax Payment Deadline: Details and Consequences for Taxpayers

The US Internal Revenue Service (IRS) issued a crucial reminder to millions of taxpayers about the second quarterly tax payment deadline, which was June 16. This notification was especially important for self-employed workers, small business owners, and all citizens...

Report: “Forgotten” 401(k) Accounts Can Cost Thousands of Dollars in Retirement Savings

With increased job turnover following the “Great Resignation,” more workers are losing track of their 401(k) accounts from previous jobs, resulting in significant costs in fees and lost long-term financial growth. According to data from Capitalize, in 2023 there were...

Senate Confirms Billy Long as New IRS Commissioner: A Challenge Amid Historic Cuts

In a vote marked by partisan division, the U.S. Senate confirmed former Republican Congressman Billy Long as the new Commissioner of the Internal Revenue Service (IRS). The appointment comes as the agency faces the most severe budget cuts in decades, raising concerns...

The IRS Faces the Largest Staff Reduction in Recent History

Recent reports confirm that the US Internal Revenue Service (IRS) is preparing to implement the largest staff reduction in decades. According to internal documents obtained by multiple media outlets, the agency could lose up to 40% of its current workforce, leaving...

IRS Tax Refund Schedule 2025: When to Expect Your Payment

The IRS has started processing refunds for the 2024 tax year, with most taxpayers receiving their money within 21 days of filing. The average refund amount is approximately $2,825, based on last year’s data. More than 140 million tax returns are expected this season,...

2025 Tax Reform: Comprehensive Guide to Upcoming Fiscal Changes

The year 2025 marks a turning point in U.S. tax policy, with scheduled adjustments and potential reforms that every taxpayer should understand. This in-depth analysis will prepare you for upcoming changes and help you make smart financial decisions. The 2025 tax...

IRS Maintains Interest Rates for the Third Quarter of 2025

The United States Internal Revenue Service (IRS) has announced that interest rates for the third quarter of 2025 will remain unchanged. Starting July 1, the rates for overpayments and underpayments will continue at 7% for individuals. The IRS adjusts its interest...

2025 Tax Refunds: Amounts Increase But Fewer Recipients

The Internal Revenue Service (IRS) has released important data about this year's tax filing season, revealing a notable trend: while refund amounts have increased, fewer taxpayers are receiving these payments. The latest figures show the average refund has grown by...

Reinventing Your Business: When and Why to Change the Legal Structure

A business' growth isn't just measured in sales or employees, but also in its ability to adapt. Many entrepreneurs eventually discover that the legal structure they initially chose no longer fits, or worse, creates unnecessary obstacles. In today's dynamic business...

SEP IRA Strategies to Reduce Taxes in 2025

For business owners and independent professionals, strategic tax planning is an essential component of maximizing income and ensuring a stable financial future. One of the most effective tools available in 2025 is the Simplified Employee Pension Individual Retirement...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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