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Client Newsletter

Client Newsletter

Most changes that affect your 2026 taxes need to happen by December 31, and the earlier we look at your situation, the more options there are to work with. Plus, why now is a good time to start gathering this year’s receipts; and we are happy to share some exciting firm news.

Trump Accounts: What Your Family Needs to Know

Trump Accounts: What Your Family Needs to Know

Trump Accounts are a new savings vehicle for children, and many clients are asking how they fit alongside tools like 529 plans, Roth IRAs and custodial accounts. The short answer is that they add an option rather than replace anything. Keep in mind Before we get into...

A Simpler Way to Pay

A Simpler Way to Pay

Every year, we look for ways to make tax season a little #Less Taxing—for you and for us. This year, we're making a small but meaningful change to simplify the way you pay for our services. What's Changing We're moving to a new payment processor that is more...

State Tax Nexus In 2026: What Business Owners Need To Know About Unexpected Tax Obligations

State Tax Nexus In 2026: What Business Owners Need To Know About Unexpected Tax Obligations

If your business sells products online, has employees working remotely in other states, or ships goods through a fulfillment network, you may already owe taxes in states where you’ve never set foot—and most business owners don’t find out until someone comes looking. The rule that makes that possible is called nexus, and the threshold that triggers it could be lower than most people expect.