Why You Need a Business Valuation (even if you don’t plan on selling soon)

A few weeks ago, the local county tax assessor sent appraisal staff through the neighborhood.  They poked around the back yard, took some measurements, and… Read More…

June 15th Tax Deadlines

Didn’t we just wrap up tax season?  Well, like it or not, another deadline is upon us. Tax Day is coming tomorrow, June 15th, for… Read More…

Roth Rules: When to convert your 401(k) to a Roth IRA.

I recently received an email from a client who left his job.  He had quite a bit of money in his 401(k) and wondered if… Read More…

Save Money on Credit Card Transaction Fees

If I asked you to open your wallet, I suspect you’d be able to show me a few credit cards (some business, some personal), a… Read More…

Wrap-up Busy Season By Truly Connecting With Clients

During our own busy season, we touched on the importance of motivating employees and avoiding marketing pitfalls during your own times of intense deadlines.  But… Read More…

Finding Your Ideal Clients

Can you name something everybody likes?  Vacations? Puppies? Cheesecake? Well, certainly some people like those things.  But for others, time away from the office makes… Read More…

Referrals Are Your Best Sales Opportunities

Every day, your customers go looking for your service.  Every day, they face a barrage of loud advertisements and pushy salespeople.  Every day, they end… Read More…

3 Options for Dealing With a Tax Bill

We work so hard to avoid it, but occasionally, we have to deliver the dreaded news: “You owe money to the IRS.”  It’s news we… Read More…

Applying the Research Credit to Payroll Taxes

This past October, we highlighted some important proposed changes to R&D Tax Credit law.  Of particular note was the potential for qualified small businesses to… Read More…

Avoid These Marketing Mishaps During Your Busy Season

As you know, we’re in our busiest season now.  We officially have one deadline under our belt (the March 15th partnership deadline), and now look… Read More…