Beyond the Numbers

Our Beyond the Numbers blog is published with articles on a monthly basis.

Tax Planning: Now More Important Than Ever

Tax Planning: Now More Important Than Ever

Thankfully it’s not too late to try and minimize your taxes for 2023. If you haven’t scheduled a tax planning session, now is a great time to do so. Here's how a tax planning session can potentially help your situation: It can make a difference. This is especially...

Your Online Identity is Not Your Own!

Your Online Identity is Not Your Own!

Here's how companies use information about you and what you can do to protect it One of the most valuable things you own is YOU. Your identity and related information includes the basics - where you live, your age, and your gender. But it also includes your interests,...

The IRS is NOT Always Right

The IRS is NOT Always Right

Think twice about automatically paying the amount due on a notice Here are several quotes from actual IRS correspondence that serves as evidence that our national tax collection agency is not always right: Thank you for your correspondence. We currently do not have a...

Taxes: Knowing the Basics is Key

Taxes: Knowing the Basics is Key

It's the starting point to saving money Understanding how our tax system works can be tricky for anyone. Whether you're an adult who never paid much attention to the taxes being withheld from your paycheck or a kid who just got his or her first job, the starting point...

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