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Individual Tax Tips

Filing Status Matters: A Timely Tax Season Reminder

As we dive deeper into tax season, one of the most common — and surprisingly complex — questions we come across is: What’s the right filing status for me? With life changes like separation, divorce, blended families, or shifts in household dynamics, choosing the correct filing status isn’t always straightforward. And it matters — big […]

Looking ahead to 2025 tax limits as you prepare to file your 2024 return

Chances are, you’re more concerned about your 2024 tax return right now than you are about your 2025 tax situation. That’s understandable because your 2024 individual tax return is due to be filed by April 15 (unless you file for an extension). However, it’s a good time to familiarize yourself with tax amounts that may […]

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 […]