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: […]

Saying Farewell to Monica

-Employee Birthday- Sam’s 3 Year Mark! MID-YEAR REVIEW If you did not schedule a mid-year review with Kristin last month, you can still do it this month! We HIGHLY encourage our bookkeeping clients to book an hour long meeting, via zoom, so that Kristin can go over your numbers with you. Make those goals for the rest […]

New Tax Drop Off Location!

If you are having trouble reaching us on the phone, please remember our text only number 833-461-3714. With all of us working remotely for the time being, and not having a full time receptionist, we apologize or any delays on responding to phone calls.  If you need us, all of us can access the texting […]