Simple Tips for Smarter Finances

Becky Albertson 10/16/25 Becky Albertson 10/16/25

Why Financial Statement Preparation Matters for Your Business

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.

Becky Albertson 10/2/25 Becky Albertson 10/2/25

Retirement Planning After 50: Catch-Up Contributions to Lower Taxes and Grow Wealth

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.

Becky Albertson 9/22/25 Becky Albertson 9/22/25

Act soon: The OBBBA ends clean energy tax breaks

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.

Becky Albertson 9/20/25 Becky Albertson 9/20/25

Payroll tax implications of new tax breaks on tips and overtime

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.

Bradley Barnes 9/16/25 Bradley Barnes 9/16/25

6 Signs It Might Be Time to Hire a Professional to Handle Your Payroll

Running a small business often means wearing a lot of hats—owner, marketer, bookkeeper, HR, and more. But at some point, managing every detail yourself gets overwhelming, especially when it comes to payroll. Payroll isn’t just cutting checks; it’s about compliance, taxes, and employee trust. If you’ve been wondering whether it’s time to hand this task over to a professional, here are six signs to look for.