Now is the perfect time to review your 2023 year-to-date activity! 

If you own a small business or are self-employed, you have until the end of the year to make payroll and/or estimated tax payment adjustments.  The 2024 tax filing season (for 2023 tax returns) will be here soon, and we LOVE to see break-even results!  Why let the IRS and state agencies hold on to your hard-earned dollars?  Refunds are just a free loan to Uncle Sam and you can pocket most of that money NOW!

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If you are self-employed, recently changed jobs (or lost your job), have 2 sources of income or had a major life change like marriage, divorce or the birth of a child, let us know!  Any of the above life changes could lead to a big swing in your tax position, causing unforeseen liabilities or refunds.  We can help mitigate taxes and explain the details.

We have state-of-the-art secure systems in place for digital document transfer.  We highly recommend activating your account and our "Client Portal" link above to send us tax forms, financial and personal information.  We will be in the office taking phone calls, accepting drop-offs, and will be hosting Zoom and in-person meetings upon request.

Please reach out so we may accommodate your specific needs.  We can't wait to work with you on your 2023 tax return needs!