All Your Financial Needs Tips

Graphic that says happy new year it's time to celebrate in festive colors and font with firework lights around it

Summary of the Coronavirus Relief and Government Funding Bill, December 27, 2020

This year has come to an end and as I prepare for the coming tax season, I wanted to inform everyone about the Coronavirus Relief and Government Funding Bill.
Executive order stamp laying next to where it was stamped in red

How does President Trump’s Executive Orders, For Economic Relief, affect you?

You may have heard or read it all by now, but here is an explanation of what the four executive orders are and how they affect you
Payroll form on table under calculator, glasses, one hundred dollar bills, and check

Paycheck Protection Program Flexibility Act

Here are the changes to the original PPP program within the Cares Act after a new bill was signed into law, the the Paycheck Protection Program Flexibility Act.
A college student relieved reading letter about receiving relief from the higher education relief fund

Higher Education Emergency Relief Fund

As a part of the CARES Act, a new student emergency financial aid grant is available to qualifying students through their college or university.
Concerned couple reviewing the loan rules for the Paycheck Protection Loan Forgiveness

Paycheck Protection Program Loan Forgiveness

I am glad to see that businesses are starting to see the loans they applied for come in. However, these are loans which means there are rules to follow.
Business owner flippping closed sign to open in his business's window after receiving relief from the CARES Act


The largest economic stimulus bill was signed into law on March 27, 2020. The $2 trillion CARES Act addresses financial relief for individuals and businesses.
Older business man stressing over taxes at while sitting at his table

Death And Taxes

As the old saying goes, there are two things that are definite, death and taxes. Therefore, I thought we should discuss taxes once a family member passes.
Christmas presents and Christmas ornament next to a stack of 100 dollar bills under a decorated Christmas tree

End Of Year Tax Tips

It's time to start thinking about tax season, and with the craziness of the holidays, don't wait to worry about your tax documents until it's time to file.
A pen laying on a virtual currency transaction tax form next two physical Bitcoin coins

What You Need to Know About Reporting Virtual Currency Transactions to the Internal Revenue Service

The IRS started sending letters to virtual currency transactions taxpayers who potentially failed to report income or didn't report their transactions properly.

Start Planning

Get Started With Your Taxes Early This Year

Lack of tax planning leaves you liable to tax pitfalls. We offer tax expert services and comprehensive know-how to help you grow financially.