Blog

The longest day of the year (Sunday the 20th) is next week, the official start of summer. We're taking our cues from the season and steadily working through extensions and year-round planning moves. AND we're also finding ourselves helping some Surprise, AZ people who...

We're already a week into June, and our timing still feels askew because of the extended deadline ... but we're here, and we're still in your corner for all things tax and financial. In fact, I want to do a fairly deep dive on a very pertinent (to many) topic ... but...

Memorial Day weekend can sometimes feel a little ... jarring.Burgers, pools, picnics -- set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have our freedoms.However, if you get the chance to...

We're slowly unburying after the May 17th federal tax deadline (though for those in Texas, Oklahoma and Louisiana -- we're still going!).This tax season has been ... long.And I promise that I’ll soon take up non tax-related content. Goodness knows, I need a palate...

5 Next Steps for Tax Return ReviewSoooooo, what now? I'm glad you (ahem) asked.Just because tax season is over, doesn’t mean we’re not still here for you.In fact, with the IRS experiencing a litany of problems right now, we’ll gently recommend a little tax return...

These days, it seems like everybody and their uncle has a “side hustle.”From delivering for Uber Eats and Instacart to selling crafts on Etsy to teaching English online to renting out your front yard for dog parties on Sniffspot (yes, this is a real thing), there...

Stress.Anxiety. Unease. Worry.And a pinch of aggravation just to round it all out.No, I'm not talking about the upcoming May 17th federal tax deadline.Or am I?For millions of Americans every year, the tax filing deadline points to a much bigger issue. An issue so...

Can you believe it? Three weeks until the May 17th deadline! You'll forgive me if visions of vacation and beaches are dancing through my daydreams.For many in Surprise AZ, daydreams like these become more frequent while contemplating retirement (not just surviving the...

As the old joke goes, the only two guarantees in life are death and taxes.In these updates, I obviously spend a lot of time talking about taxes.And these past 12 months, no matter how things have landed for those of you in or near Surprise AZ ... the other part of...