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    • April 3, 2025
    • 9:30 am
    Business owners should get comfortable with their financial statements

    Financial statements can fascinate accountants, investors and lenders. However, for business owners, they may not be real page-turners. The truth is each of the three parts of your financial statements…

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    • April 2, 2025
    • 6:34 pm
    Stepped-up basis rules can ease the income tax bite of an inheritance

    With the federal gift and estate tax exemption amount set at $13.99 million for 2025, most people won’t be liable for these taxes. However, capital gains tax on inherited assets…

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  • “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