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.

Navigating Bank Failures in Your North Georgia Business Right Now

by | June 2, 2023 | Blog | 0 Comments

Memorial Day is next week. The unofficial start of summer.I like to remember that when things are unpredictable and even a bit hairy (like a shifty economy, bank failures, debt ceiling crisis), normal life still goes on. People will still prep their grills....
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Tracking Your Key Business Metrics For Your North Georgia Company

by | April 18, 2019 | Blog | 0 Comments

Oh, you thought that since March Madness is over that I wouldn't shoehorn another metaphor? You thought wrongly.I'm here with some ideas for how you and your North Georgia business should be "keeping score" today. (See what I did there? ... um ... because in sports...
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Resilience And North Georgia Business Growth

by | May 2, 2019 | Blog | 0 Comments

If you were a client of ours this tax season, you're probably feeling fine about your tax return.But on the chance that you were not ... we've helped many North Georgia business owners "make the switch" over to us, year after year. I know that you may have established...
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Is It Time For Your North Georgia Business To Get A New Tax Accountant?

by | July 30, 2020 | Blog | 0 Comments

I'm going to take a moment to address those of you who might NOT be using our services thus far. There's a word or two for current North Georgia clients here as well, but allow me to explain.You see, sometimes, you just know you need to make a change, but the timing...
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Outlining What Occurs During A Business Audit For North Georgia Businesses

by | April 4, 2019 | Blog | 0 Comments

Our North Georgia business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...
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North Georgia SMBs: Note These Changing Business Tax Deductions

by | August 26, 2022 | Blog | 0 Comments

This year has been a rollercoaster for North Georgia business owners like you. Heck, the last few years have been. After all of the junk in 2020 and 2021, “inflation” and “supply chain shortages” have been the recent flavor of our wild ride together. Though that said,...
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How to Stop Wasting Time in your North Georgia Business

by | March 19, 2020 | Blog | 0 Comments

With all of the talk of quarantines, panic, and medical opinions flying faster than sports takes, there are so many unique, emotional temptations for us to give into these days.First, there's the fear. Clearly, I'm a tax accountant -- not a doctor -- so my advice here...
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5 Helpful Tips for North Georgia Businesses To Be More Resilient in Crisis

by | May 7, 2021 | Blog | 0 Comments

The overall economy is on a tear right now, but for some businesses, things don’t look so rosy. By the way, if that is you and your business (not so rosy), there are a multiplicity of grants, tax credits, and very favorable loans available -- though doing it properly...
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5 Customer Loyalty Strategies for North Georgia Small Businesses

by | January 26, 2024 | Blog | 0 Comments

“Save more” is a new year goal a lot of people put on their list, but it’s proven to be a difficult one to reach the last few years. In your North Georgia business, it’s likely some of your employees fall in this category — especially for those in lower income...
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Succession Planning 101 for North Georgia Businesses

by | February 26, 2022 | Blog | 0 Comments

Whether you’re partial to the Olympics or American football, this past week has brought some great athletic entertainment to many North Georgia homes and businesses. As we speak, the U.S. has managed to grab 16 medals – 7 of them gold. Among those gold medal...
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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!
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