Financial Guides

Tax Saving Strategies For Individuals Many taxpayers neglect to keep receipts or records, therefore miss out on tax deductions. Always be sure to keep records when it comes to your income. For example, a large tax-free amount received as a gift, needs to have proper documentation so the IRS will not accuse you of unreported […]

Financial Planning Identify Your Goals  First things first, make a list of your goals. Where do you see yourself in one year, five years, ten years, and further out in the future? Take all things into consideration when identifying goals. Below are a few examples of common goals we hear:  Debt/Mortgage Payoff  Vacation or Vacation […]

Tax Strategies for Business Owners  Tax planning is the process of looking at various tax options that result in reduced or eliminated tax liability.  Although tax avoidance planning is legal, tax evasion – reducing the amount of tax owed through deceit, fraud, or concealment – is not. Be sure to meet regularly with your accountant or financial planner to make sure […]