Blog

Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now 21.3 million returns piled up in the IRS’s inbox, it’s no wonder. Know that you’re not the only taxpayer in that group.And I wish there was more my office could do to...

Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work).Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously...

Yes, it’s true, friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smarty-pants quants in Wall Street don’t seem to have confidence that the government or the Fed...

 Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY families and small business owners (as well as plenty outside of our local area), I'm hearing from many who are deeply struggling ... and who also find that here at...

Memorial Day always seems to be the mark of the start of summer: school’s out, local area pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)... Seems strange...

Summer break. For school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring out what to do...

So, this is the time of year when IRS notices start pouring into mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through.And no one likes getting them.The problem right now is that the IRS is still in “treading water” mode as...

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...

Here we are in May. The tax deadline is in the rearview … and we’re still here for our friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a do-over if...