SECURE 2.0 LAW MAY MAKE YOU MORE SECURE IN RETIREMENT

By |2023-02-24T09:56:43-05:00March 6th, 2023|Accounting and Auditing, Retirement|

A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years.  The Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) was signed into law on December 29, 2022.  SECURE 2.0 is meant to build on the original [...]

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QuickBooks’ form templates are fine, but you can personalize them to change their appearance and content. Ask us.

By |2023-02-27T09:31:38-05:00March 1st, 2023|Accounting and Auditing, Business, QuickBooks Tips|

Give Your Forms a Professional, Uniform Look in QuickBooks Adding a logo is a good start. But there are numerous ways you can make your QuickBooks forms look better. You know how you react when you get a sloppy, unattractive invoice from a vendor. You may wonder if they are as careless with the creation [...]

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THROWING SNOWBALLS AT A MOUNTAIN OF DEBT

By |2023-01-18T15:36:52-05:00February 22nd, 2023|Accounting and Auditing, Taxation|

Many people start the year intending to get out of debt, yet end the year owing just as much, if not more.  One approach that might yield success is called “throwing snowballs.” Under this method, you organize your debts from the lowest balance to the highest balance and begin paying off the debt on top [...]

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MOVING OUT OF STATE? LEARN ALL THE TAX IMPLICATIONS FIRST

By |2023-01-18T15:30:30-05:00February 15th, 2023|Accounting and Auditing, Estate planning, Retirement, Taxation|

With so many people working remotely these days, it’s become common to think about moving to another state – perhaps for better weather or to be closer to family.  Many retirees also look at an across-the-border move to better control living expenses.  If you’ve found yourself harboring such notions, be sure to consider taxes before [...]

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QUALIFYING FOR THE HOME OFFICE DEDUCTION

By |2023-01-18T15:27:34-05:00February 8th, 2023|Accounting and Auditing, Business, Taxation|

In recent years, many people have pivoted to working from home, and that brings up tax questions.  If you’re on of those people, you might wonder, “Can I claim the home office deduction on my 2022 tax return?”   The short answer is: only if you’re self-employed.  Employees can’t currently claim home office expenses, and [...]

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Does your business set sales goals? QuickBooks can help you do so by looking at your sales history in reports. Ask us about this.

By |2023-02-03T11:54:01-05:00February 3rd, 2023|Accounting and Auditing, QuickBooks Tips, Taxation|

Make 2023 More Productive and Prosperous Using QuickBooks We’re one month into 2023. Are you ready for what may come the rest of the year? QuickBooks can help. Now that the holidays are over and you’ve settled back into a normal work pace, it’s a good time to assess where you are with your finances [...]

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