April 18th 2025 & Tax Season 2025 is in Our Rear View Mirror; Let the Planning Begin!!!

Our bags are packed 💼🧳and once again I am heading out to Snowbird Utah✈️🏔️🚠⛷️😎, but I wanted to send out a quick reminder… It’s spring and with spring comes spring cleaning and tax planning season.  Whether you have filed your 2024 tax returns or are on extension for this and possibly prior years here is a list important tax documents and what to do with them: Save a hard copy…  Read more

Preparing for the Passover, Easter, and Spring Holidays as well as Tax Day: Finding the Common Threads

As Passover, Easter and the other spring holidays approach, many of us are busy preparing meals 🥖🍗, gathering with family and friends 👨‍👩‍👧‍👦, and ensuring everything is just right for the celebrations 🎉. Coincidentally (or for us accountants), the personal tax deadline is right around the corner too 📅, making this a time of preparation for another important event: filing your taxes 📂. While these two activities may seem worlds…  Read more

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