Tax Tips

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Watch for new tax development

“Tax Tips” are published weekly to provide useful tax information. Return to this site every week for helpful tax-cutting suggestions, tax reminders, and current tax information. The information contained in this site is of a general nature and should not be acted upon in your specific situation without further details and/or professional assistance.

Reference Guide

Use our quick Reference Guide to understand and learn more about tax terms, financial terms, investment terms, and more.

Taxes Quick Guide

Taxes 2015 QuikGuide will help you keep track of tax filing deadlines, recordkeeping requirements, and those tax numbers you need for your 2015….
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Tax Calendar

Always take a sensible approach when it comes to tax planning. Structuring transactions strictly on the tax consequences is seldom a….
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Online Tax Planning Letter

The end of 2015 is rapidly approaching. Do you have everything in order so you can finalize this year’s tax planning? If not, that’s okay. Given….
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Financial Calculators

Do you need help fully understanding your current financial situation? Use our financial calculators to help uncover everything you need to know.


If you would like more information on any tax concern, or if you would like to be on our mailing list to receive tax news and planning ideas…

Business Tip of the Month

Launching a small company can be exhilarating, like entering an extreme sports competition with huge risks and prodigious rewards.

Online Advisor

Generally the deadline for self-employed and small businesses to establish a SIMPLE retirement plan for 2015…

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