Accounting is far more than handling taxes. We work closely with our clients, establishing a comprehensive strategy that will maximize efficiency and minimize waste year-round. The first step in this process is gaining a thorough understanding of you and your business, so that we can suggest creative financial solutions that improve operations and allow you more time to focus on running your business day-to-day.

With over 75 years of experience and diverse financial expertise, we can help you recognize and correct a broad range of issues that affect businesses of all sizes. Whether yours is a new or established organization, we will help you find a path to more efficient management and long-term success.

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February 3, 2020

The TCJA effect: Qualified residence interest

The Tax Cuts and Jobs Act (TCJA) made a significant impact — both directly and indirectly — on the deductibility of various types of interest expense for individuals. One area affected is qualified residence interest. Two ways about it The TCJA affects interest on residential loans in two ways. First, by nearly doubling the standard … Continue reading The TCJA effect: Qualified residence interest

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February 3, 2020

Careful tax planning required for incentive stock options

Incentive stock options (ISOs) are a popular form of compensation for executives and other key employees. They allow you to buy company stock in the future at a fixed price equal to or greater than the stock’s fair market value on the ISO grant date. If the stock appreciates, you can buy shares at a … Continue reading Careful tax planning required for incentive stock options

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February 3, 2020

Own a pass-through entity? Beware the Ides of March

“Beware the Ides of March.” Shakespeare’s words don’t apply just to Julius Caesar; they also apply to calendar-year partnerships, S corporations and limited liability companies (LLCs) treated as partnerships or S corporations for tax purposes. Why? The Ides of March — March 15 — is the federal income tax filing deadline for these “pass-through” entities. Not-so-ancient history Until the … Continue reading Own a pass-through entity? Beware the Ides of March

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