Skip to content
Trusted Answers From Licensed Business Professionals

Which Tax Records Do I Need to Keep on File?

At the end of tax season, clients frequently ask us which files do they need to keep and what files can they get rid of for good. And then, there is also the tax return itself. Read More.

Share |

Business Travelers Need to Consider These Mobile Apps


When traveling for business many decisions need to be made on the fly which is you should be using the best mobile applications on the market. What apps are you using for business travel? .
-or-
Share |

How Should I File My Taxes If My Spouse Has Tax Liens?


We receive this question almost on a daily basis and the answer is that it depends on the specific circumstances. There are two potential options to consider: 1) Married Filing Jointly & Claiming Injured Spouse Relief via Form 8379 or reporting as 2) Married Filing Separately. .
-or-
Share |

We've been preaching for over a year now that every family needs to prepare for the rising cost of college tuition. Recently released data reveals that the number of outstanding student loans has surpassed the $1 trillion mark and this year alone over $100 billion new loans where issued to students. This is concerning considering that student loan default rates are up to 8.8% and the interest rate on the government subsidized Stafford loan is expected to double. .
-or-
Share |

Protecting Your Phone Against Identity Theft

According to a new study conducted by Lookout, a global leader in mobile security, lost phones cost consumers $30 billion annually ($250 or more per phone) which translates to one lost phone every 3.5 seconds. Given this data, how can you protect your phone? Read More.

Share |

Have You Outgrown Your Credit Card?

Just because you’ve had the same credit card for years, doesn’t mean that it’s the right one for your lifestyle today. So, how do you know if you’ve outgrown your credit card? Read More.

Share |

Should I Worry About Tax Refund Fraud?


Tax refund fraud is up almost 700% in the past 3 years. Last year alone, there were over 2 million bogus returns filed as identity theft schemes become more sophisticated. What can I do to prevent it from happening to me? .
-or-
Share |

Are You Displaying Your Products Effectively At Your Retail Store?


Retailers spend tens of thousands of dollars each year on store rent to sell their products. If retailers are utilizing their store's space effectively, they should be maximizing inventory turns, sales and profits. Are you displaying your store's products properly? .
-or-
Share |

Taxpayers that are owners or investors in pass through entities (i.e. LLCs, partnerships, sole proprietorships, s corporations) may be able to claim a net operating loss (i.e. NOL) on their own tax returns. However, not all investors properly claim it and are left scratching their heads about how to fix their mistake. .
-or-
Share |

What Can I Do To Get a Small Business Loan at a Favorable Rate?


It's still difficult to land a small business loan, let alone at a favorable rate. With that said, there is one step that small businesses can take that will certainly increase their chances of obtaining a loan at a favorable rate. .
-or-
Share |