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.

Thank You North Georgia Small Businesses

by | July 23, 2020 | Blog | 0 Comments

Lifting my heavily-lidded eyes to peer up through the haze of government forms and procedures, I peek at the calendar, which today says: July.And we are still doing tax work.This year has been insane. Yet we have had the PRIVILEGE to walk alongside you through major...
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Before You Sell Your North Georgia Business: Making a Plan (P1)

by | December 29, 2023 | Blog | 0 Comments

In many ways, year-end couldn’t come at a worse time. As if December holiday crazymaking wasn’t enough, as a business owner you’re also responsible for compiling an entire year’s worth of reporting data into comprehensible form for your accountant, with enough time to...
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Sales Positioning For North Georgia Freelancers And Small Businesses

by | June 11, 2018 | Blog | 0 Comments

Have you ever heard of Mary Meeker? Perhaps not. But for those who follow securities analysts, she's a little bit like Michael Jordan. She's been issuing an "internet trends" report since the '90s -- and she's usually right. Which, I suppose, is rare for securities...
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ASA Accounting & Tax Services’s Tips on Turning One-Time Buyers into Repeat Customers

by | July 11, 2019 | Blog | 0 Comments

In your North Georgia business, you're shooting for one thing whether you realize it or not: customer loyalty.Seeking out new customers is an arduous task in itself, but keeping them satisfied is another beast that you should take seriously. Why is it so important to...
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Business Budget Basics North Georgia Owners Should Follow

by | April 2, 2022 | Blog | 0 Comments

Well, it’s now *officially* spring. Of course, that means the end of those cold winter months and the start of warmer, longer days, but it also means the possibility of disruption and stormy weather (especially in the south this week).And while we sure do love...
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How to Pay Estimated Taxes: Is Your North Georgia Business Doing This Right?

by | September 25, 2024 | Blog | 0 Comments

Cue the pumpkin stands, trick-or-treating supplies, mannequins with sweaters, and the way-too-perfect apple-picking photos in your social media feed.The calendar flipped to September and suddenly it's fall ... y'all. (Saw that one on a scrolling bank sign yesterday,...
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Curtis Collins’ Updated Tax Preparation Checklist for 2019

by | February 28, 2019 | Blog | 0 Comments

Tax season 2019 is inexorably moving forward. We now have less than two months before personal federal taxes are due. Which, of course, means that it's time to get started if you haven't yet done so already.I'm here today with a large checklist that you can work from,...
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How To Digitize Your Business by Curtis Collins

by | June 19, 2021 | Blog | 0 Comments

It seems as if the world is getting drenched in tech. It’s literally falling from the sky (we’re looking at you, rocket boosters).Because there is so much technology around us, it can be easy to become numb to it. We can quickly start to view it as just a “thing”...
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Is the Work Opportunity Tax Credit Right For Your North Georgia Business?

by | December 27, 2024 | Blog | 0 Comments

Raise your hand if you feel like you’re living through a sales tax nightmare as we’re in the post-Black Friday and pre-Christmas window of chaos. (While I can’t see your raised hand, I can certainly feel it.) Which only makes sense: You have to pay attention to a...
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Better Sales Strategies to Reach Your North Georgia Customers

by | August 14, 2024 | Blog | 0 Comments

One of the best things about this summer has been watching the Paris Olympics. When an American athlete pulls out a win, it feels like a win for all of us. Case in point: Noah Lyles taking the gold in the men’s 100m dash. That’s an event where Americans haven’t...
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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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