January Cleint Bulletin

Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don’t forget you still have time to fund your IRA! You can also try the following fail-proof tricks to keep your New Year’s resolutions on track.

December Client Bulletin

As the year comes to a close, brush up on helpful topics in our December newsletter including, your yearly credit report, 3 major charity scams, cash flow as a part of your business plan and understanding independent contractors.

November Client Bulletin

2020 is coming quick — are you prepared? Take stock now and learn about the year-end moves that’ll help you save. Plus, consider how the 2020 Social Security changes will affect your plans.

October Client Bulletin

Learn about Form 1040 updates, the new Marketplace Facilitator sales tax laws for anyone that sells through Amazon or eBay and more.

IRS Expands ID Protection Program

The IRS is expanding a pilot program that uses Identity Protection Personal Information Numbers (IP PINs) to provide an extra layer of security for taxpayers. Learn more about the program.

Sexual Harassment Prevention Training

The deadline to complete sexual harassment prevention training for NYS companies is rapidly approaching. Learn about what the training must include and which deadlines to be aware of.

September Client Bulletin

In this issue you’ll find tips on what to do if you get an IRS letter in the mail, advice for business owners about selecting the right employee health insurance, and a list of ways to help older adults avoid scams.

August Client Bulletin

Summer is starting to wind down and the kids will soon be headed back to school. Now is a great time to review if you’ve had, or will have, any special taxable events this year. Check out this months newsletter for end of summer advice.

July Client Bulletin

Our July newsletter covers effective tax planning, summer road trip tips, IRS audits, setting salaries and basic customer retention.

June Client Bulletin

Our June newsletter goes over summer tax saving tips, how to use online reviews for your business, ways to save money at a wedding and much more.