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Is Your Will Up to Date?

Making a will is not fun. We know. It’s right up there with taxes on the list of things we’d rather not think about or deal with until we absolutely have to, right? But nothing in life is certain except death and taxes. We’ve all heard the saying. Why not sleep a little better at […]

Did You Hear? We Are a Firm of the Future

Team Holly CPA Selected As Firm of the Future by Intuit We are proud to announce that your very own Team Holly CPA won a prestigious award from Intuit this year – Firm of the Future! Intuit, QuickBooks’ parent company, launches a contest each year in search of the top “Firms of the Future.” The winners […]

Tis the Season to Be Giving!

November is when we all start thinking about charitable giving, especially if we haven’t done a lot of giving throughout the year. It’s the time of year when we all think about how to give back – how to help others in our community, our state, our world.  At this time of year, we usually […]

Smart Disaster Planning Tips

We know: disaster planning is not high on the list of things we all want to do. But in the wake of disasters like Hurricane Irma and Harvey, or the wildfires out West, disaster planning should be top of mind for all of us.  Too often natural disasters strike and serve as reminders that it’s […]

Education Tax Credits – What You Need to Know

What You Should Know about Changes in Education Provisions in the Tax Law The IRS has several provisions for helping families offset the cost of education through education tax credits. Are you making the most of tax benefits designed to offset some of the high costs of education?  The American Opportunity Tax Credit, extended through […]

How to Get Your Taxes Done ASAP in 2017

You sent your tax paperwork to your accountant weeks ago. The tax filing deadline is almost here. You contact your accountant to find out if your taxes are done yet. They tell you they are planning to file an extension because they can’t get your return done on time. Arrrgh! You go ballistic! That happened […]

5 Tips to Get You Ready for Tax Season

The holidays are upon us and that means it’s time to get your end-of-year ducks in a row for some smooth sailing through the upcoming tax season. Here are five tips to help you get organized so that your 2016 tax filing is as easy as floating down the lazy river: Small biz owners: Gather […]

What to Know About ROTH IRA Conversions

You’ve probably heard friends, family, or financial advisors talk about ROTH IRA conversion strategies. “Back door” conversions are always a hot topic at tax time, too. Ever wondered what it all means? Here’s a quick 5-minute overview from our friend and financial advisor, Michael Gluski of Ameriprise, on Roth IRA Conversions. (In a later blog post, […]