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When Canopy invited Chief Business Development Officer Lera Kooper to be a panel member at their 2024 summit, we couldn’t book her plane ticket fast enough! Canopy’s practice management software has been a lifesaver for our firm and we’ll take any opportunity to share our positive experience. The Canopy team

Part of effective tax planning is keeping an eye on changes in the tax code and tax laws both for the coming year and beyond. Now that the end of the year is near, here are six considerations that may impact your plan. 2025 tax brackets adjusted 2.8% for inflation

As the end of the year approaches, many business owners seek out last-minute opportunities to reduce their tax liability for the current year while making strategic investments for the future. If this sounds like you, taking advantage of the Section 179 deduction could be a smart move. How the Section

When it comes to taxes, the first month that pops into most people’s minds is April – but the most important tax month of the year should be November or December. Why? Because thinking about taxes before the year starts is the only way to engage proactive planning and achieve

UPDATE: 10.10.2024 Due to a high volume of clients reaching out for assistance with BOI filing, we have developed a service offering that will allow us to file on your behalf, maintain your BOI records in our system, send reminder notifications and facilitate updates when required. We will reach out

What does it mean to be “Tax Ready” and why should you care? Being Tax Ready ensures you have given us everything we need to prepare your return. The reason you should care is that the sooner we have all your documents, the sooner your return enters our tax preparation