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Archives for Tax Tip

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Planning Ahead

It’s never too early to get ready for the tax-filing season, you can start adding tax documents to our secure portal as you receive them! For more tips and resources, follow us on Twitter, Facebook and our Website.

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Year End Tax Tips

As 2021 draws to and end, you may want to take this opportunity to take a look at your tax planning strategy. If you have any questions, please feel free to contact us for guidance. Here are four year end…

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Are Donations to GoFundMe Tax-Deductible?

There has been no shortage of need during the pandemic, and to help meet it, friends, neighbors and customers have set up hundreds of thousands of crowdfunding campaigns. GoFundMe estimates that an American has started a Covid related fundraiser on…

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