RESOURCES

For any business, customer satisfaction is a key driver of success. Understanding how clients perceive your services and identifying areas […]

Investing in education is a significant financial commitment, but fortunately, the U.S. tax code offers various credits to help offset […]

Taking an organized, intentional approach 
 to cost analysis and optimization In today’s economic climate, inflation and cost management are […]

Predicting Sales Based on Historical Data and Market Trends Sales and revenue are the lifeblood of any for-profit business, and […]

Assessing and Adjusting Your Game Plan Based on Performance Metrics In the hypercompetitive modern business environment, a company’s success can […]

Key items were adjusted for inflation. Here’s a quick summary: The IRS regularly updates rules and guidance that impact individuals […]

Time to start the process—tax time has begun! After celebrating—and hopefully recovering from—the arrival of the new year, it’s time […]

While the end of the year might seem far off, September is actually a great time for small business owners […]

As we round the turn into autumn, tax deadlines come into view. (Exciting, right?) Whether you’re an entrepreneur, a freelancer, […]

As college students prepare to head back to school, it’s important to focus not only on academic success but also […]

Each of life’s major milestones brings unique joys and challenges. In addition to profound personal impact, events such as marriage, […]

Buying vs leasing equipment: Tax implications for business owners When it comes to acquiring equipment for your business, deciding whether […]

Picking up the check? Here are some tips! An entrepreneur’s guide to business entertainment and travel deductions One category of […]

Strategically Balancing Your Investment Portfolio: A Guide to Financial Success Investing is a critical component of building long-term wealth, but […]

Can I Claim Deductions for Dog Care Expenses? Owning a dog brings joy and companionship, but it also comes with […]

Long-term Care: Options and Safety Nets Aging is inevitable, and with aging comes the possibility of needing long-term care. Long-term […]

Owning a Second Home: Does It Make Sense for You? Dreaming of a second home nestled in the mountains, by […]

Insurance Basics: What Kind and How Much Do I Need? When it comes to managing your finances, insurance plays a […]

Home Ownership vs. Renting: Which Is Right for You? Deciding whether to buy a home or rent is one of […]

Plugging the Money Leak: Getting a Handle on Subscription Services Subscription services have become commonplace in our daily lives. From […]

Points Pointers: Navigating Credit Card Rewards Programs Credit card rewards programs—they’re more competitive than ever and designed to suit virtually […]

Self-Care for Small Business Owners: A Guide to Thriving, Not Just Surviving Running a small business isn’t for the faint […]

Claiming Tax Deductions for Volunteer Work: A Comprehensive Guide Americans are a generous people, and it shows in the amount […]

Coping with Unexpected Medical Expenses: Strategies for Financial Stability Unexpected medical expenses can be a significant financial burden, disrupting even […]

Auto Leasing vs. Buying: Which Makes More Sense? Got a craving for that new car smell? Before you indulge your […]

CARES Act: The Coronavirus Aid, Relief & Economic Security Act was signed into law provides critical relief for Americans struggling […]

The CARES Act: This still requires a vote and Presidential signature; however, we learned more about it and I have read […]

UPDATES: So far the stimulus package has not moved forward. Secretary Treasurer Mnuchin advised that the stimulus package they are […]

2019 was the worst year on record for security breaches, according industry data. Over 5,200 attacks exposed over 7.9 billion […]

It is a busy time of year for accountants – while our annual timeline builds up to tax season, it […]

Managed by the tax professionals at The Swanson Group, SwansonSafe is a secure storage service where people can upload personal […]

In 2018, the overhaul of the tax code imposed a controversial $10,000 limit on state and local tax deductions on […]

Adjust your withholding: A tax refund means you overpaid the government throughout the year, instead of putting that money to better use for yourself. The best course […]

As 2019 comes to a close, maxing out those health savings accounts will reduce your overall tax liability. Next year, […]

At one point in 2018, the cryptocurrency market topped over $613B in market value, now investors are saying the market […]

What is the cash method?It is as simple as it sounds: you record income as it’s received and expenses as […]

“Opportunity Zones” have stolen headlines in Maine recently – while the topic seems geared to investors, this could be a […]

If you purchase a passenger vehicle, truck, or SUV (new or new-to-you) and it is used for at least 50% […]

This is the #1 question we’ve received since the 2018 Tax Cuts and Jobs Act. The headlines stole the show […]

Are you a yoga teacher on the weekends? A wood-worker with an Esty shop? Do you moonlight as a paid […]

Nearly everyone can claim an exemption on their tax return. It usually lowers your taxable income. In most cases, that […]

There are a few basic tips to keep in mind about the new health care law. Health insurance choices you […]

If you plan to claim a deduction for your medical expenses, there are some new rules this year that may […]

Many people hire a professional when it’s time to file their tax return. If you pay someone to prepare your […]

Although most taxpayers are focusing on the preparation of their returns for 2013, now would be a good time to […]