Tax Planning Resources

We have handpicked several publications to give you more insight into some of the ways our tax team can help you take advantage of opportunities available for your business.

Help For Growing Your Business

Explore our curated list of downloadable PDFs and other tools for more tax planning insights. 

The Corporate Transparency Act Webinar

Join Erin Savery, CPA, MST, for a recorded webinar on this new compliance requirement for more than 30+ million businesses in the US. During the event, Erin will break down the key insights and implications of the CTA.

Analyzing the Potential Impact of the "Tax Relief for American Families and Workers Act of 2024"

Substantial tax relief and incentives for American families and workers is on the horizon depending on Senate outcome.

Optimizing the Employee Retention Credit Refund Process Amid IRS Delays

Are you experiencing delays with your ERC claim? Find solutions to help expedite your claim!

An Inside Look on BOI Reporting

If you own a business or plan on starting one, learn about the new reporting requirements that are apart of the Corporate Transparency Act (CTA)

The Corporate Transparency Act

Make sure your business is compliant with the CTA and the new reporting requirements for beneficial owners.

Employee Retention Credit: Understanding the Small or Large Employer Distinction

Small employers are allowed the ERC on wages paid to employees whether they worked or not. On the other hand, large employers are limited to wages paid to employees for not providing services.

Employee Retention Credit: Restaurants & Bars Receive Cash Aid

Restaurants and other businesses are eligible for up to $26,000 per employee via the Employee Retention Credit (ERC). Learn how the credit works here.

Money On The Table—Qualifying for the Employee Retention Credit for Past Quarters

The Employee Retention Credit (ERC) is still available for many businesses and it can provide much needed cash or reduction in payroll taxes. Learn more about how the program works here.

The Power of Professional Insights

Our resources provide you with valuable information compiled by our team of CPAs and other tax professionals. These insights can help you navigate the complexities of the ERC while maximizing your savings.

Industry-Specific Guidance

Each industry experienced its own hardships, so we provide tailored solutions advice that is relevant to your business.

Actionable Strategies

Our resources provide you with tools to optimize your tax planning strategies for financial success.

Well-Researched Insights

As tax professionals, our team conducts extensive research for each case to ensure our guidance is up to date which the rapidly changing ERC legislation.

Stay connected to hear about upcoming events

Contact us
Get Started Today

Do you have questions for tax professionals?
Fill out the form and we will schedule a free initial consultation with no commitment to learn more about how we can help you achieve your financial goals.

Schedule a free call