For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

North Georgia Small Business Debt Collection

How are things going for you? Is there something we can do to help your business during this final quarter of 2017? Do let me know. One nice way to make your quarter better is to get an infusion of cash. However, this is too often a rare occurrence. Too many North...

What Are My Chances of Getting Audited? 11 Tips For North Georgia Small Businesses

On March 15th, 2018, Subchapter S Corporation (S-corps, for short), have their tax returns due. We're already on top of things for our North Georgia clients, but this is a quick reminder to you to make sure that we've communicated, and that your books don't contain...

Know the Value of Your Time: A North Georgia Entrepreneur’s Guide

Is there an additional way that we can serve your North Georgia business? Please shoot me an email using the button at the top of this page and let me know what's happening in your business, and what seem to be your greatest needs right now. I'd love to speak into it...

How To Eliminate Bad Business Debt In Your North Georgia Small Business

There's a bunch of "business" I need to communicate today, before I get to my discussion of your North Georgia business debt. That's because the personal filing deadline is Tuesday, April 17th, and the majority of our North Georgia business clients also have us handle...

North Georgia Non-Profits Taxes – 10 Important Year-End Steps

We deal with all kinds of businesses and organizations around here at Team ASA Accounting & Tax Services. And while I often address "for profit" organizations with these notes, many of those same strategies (cost controls, marketing, growth, management) apply...

Key Year-End Tax Moves North Georgia Businesses Should Consider

There are so many things for North Georgia business owners to consider at the end of the year. From year-end profitability analysis, to staff bonuses, to marketing initiatives to capture year-end spending ... do not neglect this wonderful opportunity for the calendar...

Build A Brand In North Georgia And Do It Well

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. But here's the big number: Four weeks. Apparently, Congress thinks it can enact a dramatic overhaul of the law, adding substantial new...

Develop Your North Georgia Target Client With These 7 Important Traits

While we're on the subject of what's holding North Georgia business owners back... I wrote recently about how too many of my North Georgia small business owner clients don't allow themselves the gift of good delegation. It keeps them toiling along with minor tasks,...

Leading Through Change In Your North Georgia Small Business

Goodness gracious, has there ever been change this year. I'm mostly referring to all of the new regulations in the tax code: the fact that strategies that "used to work" to reduce our clients' tax burdens might not work in the same way as they did in the past.Politics...

Financial Behaviors For North Georgia Business Owners (Part 2)

For many North Georgia business owners, the Memorial Day weekend is sometimes one that can feel a little lonely. While many of those around you are floating on a boat with a fishing pole in the water, or firing up the backyard grill, there you are in the office or in...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!