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Year End Letter
This letter contains updates on what happened in the Firm last year as well as important things to know for the upcoming tax season.
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Tax Question and Answer
Taxes on the Table: What the Presidential Candidates Are Pledging
The national conventions for both political parties' presidential candidates have wrapped up and their platforms have finally been...
Terri Ross
Sep 12, 2024
7 min read
Top 10 Tax Breaks to Consider on Extended Returns
If you requested an extension for your 2023 federal income tax return, you have until six months from the original due date — October 15,...
Terri Ross
Aug 13, 2024
6 min read
7 Midyear Tax Planning Tips for Individuals
Summer is a good time to reflect on tax planning moves that could lower this year's tax bill. It appears there won't be any significant...
Terri Ross
Jul 3, 2024
8 min read
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