Blogs

I hope the New Year is treating you fantastically!  Obviously, we’re getting close to Tax Season, W-2s will be sent out in the next week and the early filers are already ringing the phones.  Before me and the team get lost in preparation, though, I wanted to take a few Read more…

One of the biggest challenges tax professionals and accountants face is assisting our clients in gathering all the information and documents they’ll need to be able to calculate their tax bills.  This time of year, of course, is when 90% of those tax documents are sent out and EVERY year, Read more…

Now that we’re really “into” 2020 and those of us who are digging into our New Year’s Resolutions are seeing progress while other folks may have … “misplaced” them, I wanted to pass along an interesting observation a new client made recently. Just to set the record straight, this gentleman Read more…

Now that we’re in the second week of 2020, I really wanted to check in to discuss those resolutions you made.  We ALL know that most of us fall back on the old “New Year, New Me” stuff, but aside from losing weight, eating better, and making more money, what Read more…

Inevitably, one of the most common questions we get here when it comes to employee benefits for our clients is those pertaining to healthcare.  It’s no secret that healthcare costs, no matter who is in office, continue to rise and in the last few years, we’ve seen several alternate methods Read more…

Now that the collective holidays are past us and we’re plunging into 2020, I wanted to reach out to not only welcome you to the next decade, but I also wanted to try to get a sample of what entrepreneurs like you were thinking. Are you optimistic about the coming Read more…

Welcome to 2020!  Like many of us, I’m sure you’ve made a whole host of resolutions for the New Year.  I did, too.  Today, though, I wanted to reach out to ask you – were those resolutions specific enough?  Did you fall back on the old “lose weight, be a Read more…