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When little issues go unresolved…

Late last year I was working with a new client that was having some challenges with their credit card account trying to get it to reconcile (this happens more than you think). After we requested all of their credit statements for 2017 so we could start from the beginning of the year to reconcile all of the transactions to the closing... VIEW ARTICLE

2018 Tax Reform

The President has signed the biggest tax reform law in over 30 years. These changes do not affect your 2017 tax return. When you file your 2018 tax returns — about a year from now — your tax return will look very different. And because most changes don’t happen until then, we have some time to learn about the changes... VIEW ARTICLE

Case Study

Case Study