Beyond the Numbers
2025–2026 Tax Law Update: An Event Recap
Written by Heidi Johnson Bixby, CFP®, and Ralph Doggett, CFP®, EA. At our recent 2025–2026 Tax Law Update event, we unpacked one of the most wide-ranging sets of tax...
Tax Update: What Just Changed and Why It Matters
The first week in July was busy as far as tax law news is concerned. Not only did several tax law changes take effect in Washington State, but President Trump’s Big...
Protect Yourself from Tax-Related Identity Theft in 2025
Tax season is a prime time for identity thieves to strike with more financial information being shared online than ever. Cybercriminals are constantly finding new...
Tax Filing Season: A Guide to Working with Us
Tax season is officially underway, so it’s the perfect time to gather your documents and prepare for a smooth filing process. Working with a tax preparation firm...
New NetClient CS Portal
We're happy to introduce a new, secure client portal called NetClient CS. NetClient CS allows better, more convenient communication exchange between us and allows us...
Watch Out For These Unexpected Tax Surprises!
No one likes surprises from the IRS, but they do occasionally happen. Here are some examples of tax situations you could find yourself in and what to do about them....
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