December 2023

Hi there & happy New Year, 2024!

Things to do, "taxwise", for the new year...

I N D I V I D U A L S

One of the misconceptions about CPAs is that they’re only for the wealthy. While it’s true that CPAs are often associated with high-net-worth individuals, it’s also true that anyone can use the services of a CPA. It’s not just the wealthy who need help with financial planning and tax strategies.

Does your money seem to shrink overnight? Do you make a decent salary but still can’t seem to make ends meet? Or is there just enough to pay the bills but never enough to tuck away into savings? You aren’t alone. The mystery of the missing dollars is something that a lot of people are dealing with these days.

Inflation is a mystery for many. Unless you’re an economist, this economic phenomenon is elusive and mysterious. It’s also something that we have no control over. Yet, it wields an undeniable, powerful force over your finances. Because of this, it pays to try to understand what inflation is and its impact on your money.

The key to building a secure financial future is as much about knowledge as it is about having a lot of money. Lots of people with tons of money have squandered it away because they were financially illiterate. Many with very little have lifted themselves out of poverty by learning as much as they could about money and business matters.