NEW CLIENT PORTALS!

Melissa Clary Business, Tax 0 Comments

We will be transitioning to a new portal called Client Center. Client Center is a secure web portal that will be used to easily exchange files and communications (tax questions, e-signatures, supporting documents and tax returns) between our Accounting/Tax team …

Mid-Year Tax Planning Checklist

Melissa Clary Business, Tax 0 Comments

All too often, taxpayers wait until after the close of the tax year to worry about their taxes and miss opportunities that could reduce their tax liability or financially assist them. Mid-year is the perfect time for tax planning. The …