Executive Services

As you focus on building your career, we will identify planning opportunities that align with you and your family’s long term and retirement goals. When you are ready to exit…

Home Energy Tax Credits for Individuals

taxpayer to retain the certification for tax recordkeeping purposes To claim the tax credit for property placed in service after December 31, 2024, the manufacturer must provide a “qualified product…

What Individuals Need to Know About H.R.1 (OBBBA)

…of those losses, and losses will be deductible only to the extent of the taxpayer’s gains from wagering transactions during the tax year. Charitable contributions and estate planning Tax benefits…

American Rescue Plan Act: What Businesses Need to Know

…discuss these and other tax considerations that apply to your unique business situation and identify planning options. Employer Retention Credit Extension The Consolidated Appropriations Act enacted in December recently extended…

IRS New Tax Pro Account Could Help Taxpayers

…Account and the tax professional’s Tax Pro Account. Tax professionals may then go to e-Services Transcript Delivery Service to see the taxpayer’s records. Additional IRS Tax Pro Account Features There…