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Accounting

Accounting is the least enjoyable part of running your business. Let us take it off your hands.

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Advice

Finances can be confusing and stressful. We build an authentic, personal relationship that enables us to go beyond just the transactions.

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Payroll

Our job is to help make payroll effortless, so you have more time for the work you really want to do.

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Tax

We are here to optimize your taxes, so you save time and money.

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Maximizing your tax refund: A strategic guide to tax planning

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From the firm: Making tax season work for you

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Protect your business: Your essential cybersecurity checklist

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Sales tax in 2025: What small business owners need to know

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More articles from this issue

QuickReads

Let's talk business

Your launch list for e-commerce business success

An e-commerce business allows you to tap into the growing online marketplace. Learn what you need to consider when launching an e-commerce business.

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Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.

Read more about Protecting your personal and business data: Essential security tips from your trusted advisor ➞

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

Blog

Stay informed, stay inspired

A businessman on a mobile phone pushing a button that says loan.

Deduct a loss from making a personal loan to a relative or friend

Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a cash flow problem.

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A sheet of paper, keyboard, glasses, notebook, pen and sticky notes on a desk.

6 essential tips for small business payroll tax compliance

Staying compliant with payroll tax laws is crucial for small businesses. Mistakes can lead to fines, strained employee relationships and even legal co...

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Cubes on a scale.

Weighing the pluses and minuses of HDHPs + HSAs for businesses

Will your company be ready to add a health insurance plan for next year, or change its current one? If so, now might be a good time...

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