has been helping our clients save time and money since 1980 with accredited expertise in tax, accounting and financial services. This site is designed to provide information about our services and our people as well as helpful information on new tax, financial and accounting topics.
Take Control of Your Legacy: Planning for Generational Wealth Transfer
The Silent Generation and Baby Boomers are incredibly fortunate generations—and so might be their heirs. Cerulli’s U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021 report predicts these generations will transfer $72.6 trillion…
Intangible assets: How must the costs incurred be capitalized?
These days, most businesses have some intangible assets. The tax treatment of these assets can be complex. What Makes Intangibles so Complicated? IRS regulations require the capitalization of costs to:…
“We do so much more than prepare your tax return; we’re here to help you meet your financial goals. The tax return is just a check to see how we did.”
Judy Hamilton | CPA, MBA