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Moving to a new state? Review the tax implications first
A change in state residency has tax implications beyond income taxes. Find out what tax factors to look at before relocating.
2 retirement plans for small businesses with lean budgets
SEP and SIMPLE IRAs are particularly suited to small businesses with tight budgets. Read on to learn about the benefits and potential disadvantages of these cost-effective employee retirement savings options.
Fine-tune your tax withholding after filing your return
Keeping your withholding aligned with your expected tax liability can help you avoid unwelcome surprises at filing time.
Starting a business? 5 things you need to know
Launching a new business requires more than vision alone. Here are five things you need to know before you get started.
Here are a few things to do once you have filed your income tax return
Now that you have filed your income tax return, there are a few things you can do to help get prepared for next year.
What you need to know about filing an extension — and minimizing penalties
If you’re not ready to file, requesting an extension and paying any tax due by April 15 can help you avoid penalties and interest.
Don’t miss your opportunity to make a 2025 IRA contribution
Making a 2025 IRA contribution can provide tax savings today or when you take your IRA distributions in retirement.
April 15 is the deadline for more than just your income tax return
Depending on your situation, you may have more to do by April 15 than file your Form 1040. Don’t miss these other important deadlines.
If you’re married, should you file jointly or separately?
Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly or separately.
Options for forfeited employee FSA balances
If your employees have unused 2025 FSA balances, these funds may revert back to your business. See what IRS allows you to do with the funds.
When medical expenses are — and aren’t — tax deductible
Now is a good time to review your medical expenses for 2025 and see if you had enough so you can claim the medical expense deduction.
Parents: Claim all the tax credits you’re entitled to
Child, dependent, adoption and education tax credits can provide significant tax savings, but the rules are complex.
Read something interesting? Want more information? Give us a call, and we will be happy to assist you in any way we can.
Washington, NC 27889
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