Tax Preparation, Insurance, Payroll, Medicare and Business Advisement in Jamestown NY
As we move through 2025, it’s more important than ever to stay proactive with your tax planning. A number of key tax credits, deductions, and lower rates are scheduled to expire at the end of the year, and if Congress does not act, many taxpayers … [Read more...] about Prepare Now for Tax Changes Ahead
It may not be something you like to think about, but it’s important to perform a checkup on your estate plan every few years. Here’s a quick primer on the documents you might find in a typical estate plan and how they can help you prepare for the … [Read more...] about Estate Planning 101
A well-prepared client makes a tax preparer's day, so gather all your documents before your appointment. Start by reviewing last year’s tax return to refresh your memory on your income sources and expenses. Collect all relevant 1099 forms from your … [Read more...] about Preparing for your Tax Appointment
