Education

NEW IN 2024: Beneficial Ownership Reporting (BOI) is a requirement for certain businesses to disclose information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN). The purpose of beneficial ownership reporting is to prevent the misuse of corporations and limited liability companies for criminal gain, such as money laundering, fraud, and terrorism financing. Contact us with questions or for filing assistance.

Starting a Business? Choosing an entity type can be confusing and overwhelming. Let us help! Download the PDF handout for some general information and let's discuss your specific needs and goals!

Read up on some best practices business management tips. For more specific information tailored to your specific industry, reach out to us!

What are Estimated Tax Payments? Should you be making them?

Small businesses are becoming an increasingly popular way to grow your income. As people seek to turn side hustles into wealth, the line between a hobby business and a small business is becoming blurred. So what’s the difference between hobby vs business? And when should you take the leap from a hobby business to a full-time primary business? Check out this handout for more information and contact us to discuss your specific situation further.

How are returns selected for audit? What can I expect if my return is selected?

Are you planning to sell your principal residence? Have you already sold but are unsure of what the tax implications may be? Check out this summary for information on the tax consequences of selling your principal home. However, please reach out to us to discuss your specific situation.