As we celebrate National Education Week, it’s a perfect time to recognize the invaluable work educators do—and to highlight the tax benefits designed to support them. Many teachers and school staff use their own money to create better learning environments, often without reimbursement. Fortunately, the tax code offers some relief—and that relief is expanding soon.

Financial statements are more than numbers—they’re a tool for clarity, confidence, and growth. Partnering with a CPA ensures your reports are accurate, compliant, and meaningful, giving you the insights you need to run your business well.

👉 Want accurate, professional financial statements for your business? Contact our office to learn how we can help.

After 50, catch-up contributions are a simple, powerful tool to increase your retirement savings—especially if you’re getting a late start or want to strengthen your financial future. If your spouse qualifies too, the potential benefits can double.

Need help deciding how catch-up contributions fit into your retirement and tax strategy? Contact us for personalized guidance.

Given the shortened timelines and reduced availability of green tax benefits under the OBBBA, proactive planning is key. If you’re interested, you should make the most of these incentives while they last. Contact us with any questions about your situation.

The One Big Beautiful Bill Act creates new limited deductions for tips and overtime income through 2028. Find out if you qualify and what it means for your tax bill.