Happy 2026! Tax Information for our Clients

Happy 2026! Tax Information for our Clients

This year we will again be implementing a deadline for all our individual tax return clients to provide us with their tax documents in order for us to get our work completed by the original due date of April 15, 2026. Please provide your tax documents no later than...
Postmark Changes

Postmark Changes

In recent weeks, we’ve heard about an adjustment in how mail will be postmarked by the United States Postal Service (USPS) and how this could affect customers. On December 24, 2025, the USPS adjusted how postmarked dates are determined.  The mail will be postmarked...
The One Big Beautiful Bill Act

The One Big Beautiful Bill Act

On July 4th, 2025 President Donald Trump signed the One Big Beautiful Bill Act (OBBBA).  This bill has several important changes to various aspects of the tax regime.  This article is a summary of the bill’s extension of expiring tax codes and updates for individuals,...
Navigating State Tax Nexus

Navigating State Tax Nexus

Introduction The Supreme Court’s landmark decision in South Dakota v. Wayfair, Inc. in 2018 transformed the landscape of sales tax compliance across the United States. Prior to this ruling, businesses were required to collect and remit sales taxes only if they...