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2023 Tax Documents

Stay ahead of tax season – your comprehensive guide
to 2023 tax documents is here!

Now that we’ve entered 2024, we are busy preparing for the upcoming tax season!

Tax organizers were mailed the final week of December, and appointment letters were sent out the first week of January.

Something new this year – 1099, W-2 worksheets, and our 2023 tax organizers are now live and downloadable from our website – click on the button to the left to download these forms!

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Tax Planning

We help you navigate the complex tax landscape to minimize your tax burden.


Easily manage your employees’ salaries, taxes,
and benefits.

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Industry News

How to Organize Your Tax Documents

Since tax time isn’t until next April, organizing your documents right about now might not be top of mind or even something you want to do. However, if you don’t want to have to scramble come springtime, you might want to organize your paperwork all year long. Here’s why: It expedites the process when you…

Work and Social Security Benefits

You can work and still receive Social Security benefits, but how much you receive depends on several factors. First, if you do plan to continue working after becoming eligible to receive benefits, you might consider delaying filing for benefits for as long as possible. That’s because the earlier you begin drawing benefits, the lower the…

Understanding Mark-to-Market

The term mark-to-market is an important phrase in corporate finance that has many nuances and industry-specific uses. Mark-to-market is a corporate finance term that provides businesses with a way to evaluate a holding’s fair value for both assets and liabilities. Since values can change over time, this gives a rational assessment of a business’ present…

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other services

Other Services

Beyond tax and accounting services, we also offer financial planning services to address those “out-of-the-box” needs.