It can be tempting to send sensitive information via email, especially when you are time-stressed and multi-tasking (who isn’t these days?). However, did you know that regular email is not as cyber-secure as you may think? That’s why we recommend our clients use our “SafeSend” secure, encrypted … [Read more...] about Use “SafeSend” to Send Us Your Personally Identifiable Information (PII)
General Business
New This Year For Our Clients – “SafeSend Suite”
In the interest of providing our clients with a convenient, safe and efficient experience during the tax preparation and document delivery process, we have implemented SafeSend Suite. SafeSend Suite is a high-end online experience including electronic tax organizers, e-signatures, document and tax … [Read more...] about New This Year For Our Clients – “SafeSend Suite”
Accounts Payable Best Practices
Organizing and keeping up with paperwork related to your business can be a time consuming and daunting task. QuickBooks Online (QBO) can help organize your documents, simplify your document filing and provide access to your documentation anytime, anywhere. The attachment feature in QBO is a fast, … [Read more...] about Accounts Payable Best Practices
Switch to a Fixed-Rate Loan – or Not?
The Federal Reserve aggressively raised its key federal funds rate seven times in 2022 in an effort to slow down the economy and moderate price growth. However, these actions also had the effect of more than doubling the prime rate, an interest rate set by banks and other lending institutions that … [Read more...] about Switch to a Fixed-Rate Loan – or Not?
New – Small Business Newsletter Winter 2023 Edition
Full of timely and practical information, our Winter 2023 Small Business Newsletter covers a wide range of topics, from the Secure Act 2.0 article that outlines changes to retirement plans that may benefit small businesses, to our easy, convenient, and secure electronic process to send us your tax … [Read more...] about New – Small Business Newsletter Winter 2023 Edition
Federal Funds Rate Increased by 0.25%
On Wednesday, February 1, 2023, the Federal Reserve Board raised the Federal Funds rate by 0.25%. In turn, banks typically follow by raising their "prime lending rates" by the same 0.25%, which would make the new "Prime Rate" 7.75%. By comparison, the Prime Rate last year at this time was 3.25%. … [Read more...] about Federal Funds Rate Increased by 0.25%