How to Properly Implement the Augusta Rule and Maximize Your Tax Savings
The Augusta Rule, named after the famous golf tournament in Augusta, Georgia, is one of the most powerful tax-saving strategies available for business owners. It allows you to rent out your personal residence to your business for up to 14 days per year, without having to report the income on your personal taxes. But to […]
Debunking Social Security Myths: How to Maximize Your Retirement Benefits
When planning for retirement, Social Security is often top of mind. However, there are a lot of misconceptions out there about how to maximize your benefits. In my latest YouTube video, I break down the most common myths and offer strategies to help you make the most out of your Social Security benefits. Myth 1: […]
How to Organize Tax Documents for 2024: Essential Tips for a Stress-Free Tax Season
Stay Organized for Tax Season Tax season might not be the most exciting time of year, but getting organized now can save you time, stress, and money when April rolls around. In my latest video, I share some practical tips to help you stay on top of your tax documents throughout the year. Here’s a […]
January Newsletter: Taxes and the New Year

New Year-New Laws In 2021, Congress passed the Corporate Transparency Act on a bipartisan basis, which created a business ownership reporting mandate. The idea is to keep shell companies from hiding or benefiting from smaller businesses underneath their umbrella. The new law will require business owners to fill out a report based on beneficial ownership […]
Exciting Awards!

On Saturday, April 29th, we were a part of the Waller County Sesquicentennial Parade. We were honored with the award of the Best Overall Business. We are so thankful for this opportunity and we love spending time in the community! Help us in congratulating Lydia! She went to state for UIL in Accounting 2 weeks ago […]
New Services That We Are Offering

In November, Kristin went to a life changing business event called Mega Success hosted by JT Foxx. This is what she had to say about it: “Thank you JT Foxx for helping me realize I’ve been complacent. That my business has grown stagnant. I realized I DID want to take my business to the next level. […]