Client Portal

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Here you can log into your secure document upload server. We update the resources on this page regularly to ensure that you have the latest forms and insights to make your experience seamless.

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please click the link below and you will be redirected to our secure client login.

Business Tax Tips

How a business owner’s home office can result in tax deductions

As a business owner, you may be eligible to claim home office tax deductions that will reduce your taxable income. However, it’s crucial to understand the IRS rules to ensure compliance and avoid potential IRS audit risks. There are two methods for claiming this tax break: the actual expense method and the simplified method. Here […]

Do you have an excess business loss?

If an individual taxpayer has substantial business losses, unfavorable federal income tax rules can potentially come into play. Here’s what you need to know as you assess your 2024 tax situation. Disallowance rule The tax rules can get complicated if your business or rental activity throws off a tax loss — and many do during […]

2025 – Wishing You a Successful and Prosperous New Year!

Dear Clients, Trusted Advisors and Colleagues, Happy New Year! As we step into 2025, we’re excited about what lies ahead and look forward to serving you with even greater focus, care, and expertise. Our team has been diligently preparing to support your goals in taxes, accounting, and business consulting—whether for your business, new ventures, personal […]