Insights & Updates

Volunteering This Year? Here's What You Can (and Can't) Deduct

Giving your time to a cause you care about is its own reward—but a few of the out-of-pocket costs that come with it may be deductible, too. From mileage to travel expenses, we break down what qualifies, what doesn't, and a new 2026 rule worth knowing about.

Your Client Portal: Find Your Return & Securely Share Your Documents With Us

If your tax return was delivered to you digitally this year, it's sitting safely in your SafeSend client portal, ready to be accessed whenever you need it.

Logging in is simple. Just click the client portal button at the top of our website, and sign in with the 6-digit code you chose when you set it up.

Your client portal is more than a place to find your return. It's the easiest way to send us documents throughout the year: tax correspondence, a tax form that landed in your mailbox, or anything you'd normally have to drop off or scan. Just upload it, and it lands directly with our team.

Every 1040 client should have received an invitation to create a client portal. If you're not sure whether you set yours up, or you can't find that original invitation, give our office a call. We're happy to resend it and help you get registered.

Your documents, your returns—available to you at your convenience. That's the idea behind #LessTaxing.

Congratulations, Trevor Perry, CPA!

We're proud to share that Trevor Perry has officially earned his CPA license! Trevor has been a great addition to our team, and this milestone means even more expertise—and more ways for him to support you. Join us in congratulating Trevor on this well-earned achievement!

Ohio’s Back-to-School Sales Tax Holiday is August 7-9. Here’s What You Need to Know!

If you've got kids heading back to school, mark your calendar. A little planning now can mean real savings on the things you're already buying.

Ampersand header image courtesy of John Weber