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.

IRS Issues Tax Refund Update: Over $100 Billion Returned to Taxpayers

The Internal Revenue Service (IRS) has announced that it has issued more than $100 billion in tax refunds to taxpayers so far this filing season. A tax refund represents a reimbursement to taxpayers for any excess amount paid in taxes to the federal or state...

Using Your HSA to Cover Expenses for Your Emotional Support Animal

In 2022, the average American spent approximately $12,914 on healthcare, according to data from the Centers for Medicare & Medicaid Services (CMS). A Health Savings Account (HSA) is a valuable tool to help manage and reduce these costs. An HSA is a specialized...

The Cost of Trump’s Tax Cuts Could Bring Major Changes for Taxpayers

A key economic priority for President Trump this year is to extend the provisions of his signature Tax Cuts and Jobs Act (TCJA), a 2017 law that reduced tax rates for most Americans, before they expire at the end of 2025. Now, Republican lawmakers have drafted a...

Republicans May Increase Student Loan Payments

As House Republicans seek to identify spending cuts to finance President Donald Trump's tax reductions, they have proposed measures that could lead to higher federal student loan payments for millions of borrowers. Republican legislators are anticipated to utilize...

The Most Significant Dangers During Tax Filing Season is not an IRS Audit

As tax season kicks off, it is essential to prepare for filing your 2024 tax return and to remain vigilant against scammers who are already active. Do not fall victim to their tactics. Many individuals neglect to safeguard their personal information online, and the...

Attention! Your Tax Return may be Marked for an ’Audit Review’

Many taxpayers are keen to submit their returns in order to receive a refund; however, it is crucial to first collect all necessary tax documents to avoid an audit. It is essential to remember that submitting an incomplete return can alert the Internal Revenue Service...

The IRS to Provide «Free File Software» Ahead of the Tax Season

The Internal Revenue Service's (IRS) Free File Guided Tax Software became available on Friday, January 10, for the 2025 Tax Filing Season. IRS Free File allows taxpayers to submit their federal tax returns and payments at no cost. Typically, private tax preparers...

California Wildfire Survivors May Obtain a One-Time Payment of $770

California residents impacted by the recent wildfires may qualify for a one-time payment of $770 from the federal government. This financial aid, known as severe needs assistance, is administered by the Federal Emergency Management Agency (FEMA) and is typically...

IRS Reveales the Start Date for the Upcoming Tax Season

The Internal Revenue Service (IRS) has officially announced that the tax season will commence on January 27, with federal tax returns due by Tuesday, April 15. If you are unable to file by the deadline, you can request an extension by submitting Form 2868 by April 15,...

Tax Incentives to Help Offset the Cost when Making Businesses Accessible for Individuals with Disabilities

Employers who hire individuals with disabilities or enhance their business facilities for employees and customers with disabilities may qualify for specific tax incentives. These incentives are intended to motivate employers to recruit qualified individuals with...

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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