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We hear your questions!


Our three companies work in conjunction with one another to educate our clients and provide them with the best answers or solutions to their problem. We'll be taking our most frequently asked questions and breaking them down in a blog format.


Have you ever been blindsided by an unexpected tax bill, or even worse, found out you are getting a large tax refund!? If so, you have been a victim of poor tax planning. While no one ever looks forward to paying taxes, we should also be wary of giving the government interest-free loans in the form of tax refunds. This is capital a business owner can use for more important things.

Author: Jennifer Roberson
May 30, 2018

Do you ever feel overwhelmed when preparing for tax season? Have you ever lost an important tax document in the hustle and bustle of life? You’re not alone, most people do. We know life can get busy, but unfortunately, forgetting or losing certain documents can potentially result in unnecessary penalties. That’s why we’re here to help organize and take the guesswork and stress away this next tax season.

Author: Russell C. Lindsay, CPA
November 21, 2017

Are you the owner or manager of a small business? Do you struggle with day to day management of the people within your organization? Are you like some small business owners’ where you wear 10 different hats every day? Are you looking for a way to unlock the potential in your team?

Author: Terri Pole
October 17, 2017

Don't pay more than you need to in taxes. Here are 6 different tax deduction opportunities that you won't want to miss on your tax return.

Author: Russell C. Lindsay, CPA
September 18, 2017

Do you worry about the stock market and the next crash? Are you closing in on retirement and want to ensure your nest egg is safe and secure but still grows for your future needs? How is your portfolio protected to withstand the natural ups and downs of the next round of stock market volatility?

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