Our Q4 Fall Newsletter Is Here!
As the leaves turn and Q4 gets underway, we’re entering the most important planning window of the year. The decisions you make between now and December 31st can shape your 2026 tax picture and set the tone for the 2027 filing season, and our latest newsletter is packed with information to help you make the […]
Regulatory Spotlight: What OBBBA Means for Your 2027 Filing
If you’ve been hearing about the One Big Beautiful Bill Act (OBBBA) but aren’t quite sure what it means for you, you’re not alone. Signed into law in 2025, OBBBA is one of the most sweeping pieces of federal tax legislation in nearly a decade, and some of its most significant provisions are already affecting […]
Free Tools for You: Three Workbooks to Help You Stay Ahead
This summer, our team put together something we think will genuinely help our clients — three free, downloadable workbooks designed to take the guesswork out of financial planning. Whether you’re running a small business or just trying to get a handle on your own finances before year-end, these tools walk you through the process step […]
Don’t Leave $1,000 on the Table: A Guide to Trump Accounts
A new tax-advantaged savings vehicle launches July 4, 2026 — here’s how to take advantage of it. The One Big Beautiful Bill Act created a brand-new savings account for American children — formally called a “Trump Account” (IRC §530A). Accounts open officially on July 4, 2026, and the U.S. Treasury has already launched the Trump […]
Heads Up: IRS Notices Are on the Rise This Filing Season
If you’ve received an IRS letter recently, you’re not alone — and it may not mean what you think it does. Our office has seen a significant increase in IRS notices during the 2025 filing season, and we’re hearing the same from tax professionals across the country. Many of our clients are receiving letters even […]
