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Blog

State of the Firm: Highlights and Insights

Happy Summer! A lot has changed over the past year for our firm, from new apps to new teammates. With new investments […]

MJJune 13, 20243 min read
Blog

Mastering the Art of Budgeting: Financial Success in 2024

  Embarking on a new year, we face the perennial challenge of effective budgeting. Mastering the art of budgeting is not just […]

MJJanuary 16, 20246 min read
Blog

The IRS Steps Up: New Business Tax Accounts and Enhanced Online Services

The Internal Revenue Service (IRS) is on the move with its latest updates to support businesses and tax professionals. Originally announced in […]

MJDecember 2, 20234 min read
Blog

Navigating the Allure of 0% Financing: A Critical Examination and Proactive Strategies

    In today’s economic climate, companies are increasingly offering 0% financing deals to facilitate the purchase of high-value items such as […]

MJNovember 2, 20233 min read
Blog

A Terrifying Tale of the Failed Mileage Log: One Horror Story of Tax Terrors

    In the darkest corners of the tax realm, where the IRS watches like a phantom in the night, a sinister […]

MJOctober 2, 20233 min read
Blog

5 Strategies to Gain Financial Stability and Inflation-Proofing Your Emergency Fund

Embarking on the journey towards financial stability and prosperity can be an exhilarating adventure, especially when you have the right strategies and […]

MJSeptember 2, 20233 min read
Blog

Mastering IRS Challenges: Uncover Top Tax Tips from 3 Enlightening Tax Court Case Studies

Navigating the complex world of tax laws and regulations can be a daunting task, and sometimes it requires a trip to the […]

MJAugust 2, 20234 min read
Blog

Elevate Your Financial Savvy: Identifying 6 Life Moments for an Essential Tax Review

Ever feel like taxes are this giant puzzle, and you’re just trying to fit all the pieces together? You’re not alone. Taxes […]

MJJuly 2, 20234 min read
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