Schedule a Consultation
Client Access & Pay Online
Feeling charitable? Be sure you can substantiate your gifts

Feeling charitable? Be sure you can substantiate your gifts

by | Oct 9, 2025 | Uncategorized

As the end of the year approaches, many people give more thought to supporting their favorite charities. If you’re inclined to give charitably and you itemize deductions, you may be entitled to deduct your charitable donations. Note that the key word here is “may”...
Make recruiting volunteers a community affair

Make recruiting volunteers a community affair

by | Oct 8, 2025 | Nonprofit

For many people, autumn is a time to start fresh. Kids are back in school, and adults may have more time to pursue new hobbies and interests before the rush of the holiday season. So, if your nonprofit could use some helping hands, now’s a good time to recruit...
Making the most of the new deduction for seniors

Making the most of the new deduction for seniors

by | Oct 8, 2025 | Individual Tax

For 2025 through 2028, individuals age 65 or older generally can claim a new “senior” deduction of up to $6,000 under the One Big Beautiful Bill Act (OBBBA). However, an income-based phaseout could reduce or eliminate your deduction. Fortunately, if your income is...