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Congrats to Our College Graduates!

May 01, 2019

May is the season for college graduations. Here are our new college graduates and where they are headed. Read More
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5 Things Every High School Senior Should Know

Apr 01, 2019

As the school year rolls into April, suddenly the realization sets in that high school seniors only have a few weeks left before graduation. Here are five things each graduate should understand before their big graduation day: Read More
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Relief Expanded for Underpayment of Estimated Individual Income Taxes for 2018

Apr 01, 2019

The IRS issued Notice 2019-25 on March that provides expanded relief for many taxpayers. Generally, the tax code requires tax payers to pay federal income taxes as they earn income, either through payroll withholdings or quarterly estimated tax payments. Read More
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Why Use QuickBooks Online

Apr 01, 2019

If you are starting a new business, or have been using the desktop version of QuickBooks for a few years, it might be time to consider using their online software called QuickBooks Online. Read More
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Major Life Changes Ahead? Read This!

Mar 01, 2019

Too often major life decisions have tax implications attached to them. For the unwary, this can create a large and unexpected tax bill. Here are four examples of major life changes that can have complicated tax implications: Read More
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Iowa Biennial Reports due for LLCs and Non-profits in 2019

Mar 01, 2019

Every business in Iowa is required to file an annual report with the Iowa Secretary of State on a biennial (every other year) basis in order to remain in good standing with the state. This is the year for LLCs and Non-profit organizations. In the past, a post card or letter has been mailed to the registered agent for the business. Read More
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Entity Selction: Changes with the TCJA

Mar 01, 2019

With the Tax Cuts and Jobs Act (TCJA) came changes that will impact owners of businesses depending upon their business entity type. Read More
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Tips to Protect Yourself From Tax Scams

Mar 01, 2019

Too many people downplay the threat of identity theft because it has not been witnessed or experienced firsthand. This false sense of security can leave you exposed, especially during tax season. Here are some tips to keep your identity safe from scammers: Read More
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Where is My Income Tax Refund?

Mar 01, 2019

You have filed your tax returns and are expecting a refund. Did you know that you can find out the status and expected deposit date for your refunds? Read More
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3 New Changes Could Alter Your 2019 Tax Plan

Feb 01, 2019

Although it has been a year since we have seen major tax legislation, there are a few big changes you may want to consider as you plan for the year ahead. Read More
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Monthly Newsletters

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June 2019 7 Vacation Costs That Sneak Up on You, Prime Time for Home Sales, Al Capone, Aunt Becky, Tax Fraud and You, and More!

May 2019 3 Tax Planning Tips for Summer Jobs, New Overtime Rules Proposed, Leasing Vs. Buying a Car: Knowing the Tricks Makes you a Better Decision-maker, and More!

April 2019 5 Things Every High School Senior Should Know, Have You Set up your Online Social Security Account?, Why Use Quickbooks Online, and More!

March 2019 Tips to protect yourself from tax scams, Where is my income tax refund?, Rob Myers and Donna sanders become partners, and More!

February 2019 3 new changes could alter your 2019 tax plan, Its time to create your succession plan, Tips for a faster tax refund and More!

January 2019 Tim Terry Again Named to Corridor Business Journals Most Influential List, 5th Annual Realtor and Developer Summit, Iowa Itemized Deductions for 2018 Tax Year, and more!

December 2018 December 6 Tax Seminar - Register Today, Significant Changes to Kiddie Tax By Tax Cuts & Jobs Act (TCJA), and More!

November 2018 Medicare Open Enrollment, New Tax Law Has Significant Effects on Divorce, and More!

October 2018 How Best to Celebrate Our 40th, Upcoming Tax Seminars, Is a Tax Surprise Waiting For You, and More!

September 2018 Six Tips to Manage Capital Gains Tax, Dramatic Sales Tax Changes May Be Coming, and More!

August 2018 2018 Iowa Sales Tax Holiday, Saving for College, and More!

July 2018 2018 Midyear Tax Planning Letter, Six Home Ownership Tax Benefits, and More!

June 2018 QuickBooks® Seminar, Update on the TCJA, Medicare Enrollment Basics, and More!

May 2018 Have You Revisited Your Payroll Tax Withholding? HSA Limits, Protect Yourself in a Divorce Settlement and More!

April 2018 Retirement Issue: Avoid These Retirement Planning Mistakes, 5 Tips to Win the Battle Against Retirement Health Care Costs, Financial Calculators Available and More!

March 2018 Where is My Income Tax Refund?, Taxes and Virtual Currencies What You Need to Know, 2018 Dollar Limitations on Retirement plan Contributions, Beware: New Twist on an Old Scam and More!

Special Edition Stock Market Volatility

February 2018 New Year Tax Planning Letter Posted, Locate Lost Retirement Benefits, Avoid an IRS Audit and More!

January 2018 3 Important Facts About Splitting an IRA in a Divorce, Tax Reform in 2018, Non Spousal Inherited IRA Tax Tips, 4th Annual Realtor and Developer Seminar and More!

Special Edition 2017 Tax Reform: Last-minute Year-end Moves in Light of Tax Cuts and Jobs Act

December 2017 2017 Year-End Checklist, How to Fix Your Overfunded Retirement Account, Ace the FAFSA, Tax-Loss Harvesting Tips and More!

November 2017 Market Expectations, Year-End Tax Planning Letter, QuickBooks® Online Seminar and More!

October 2017 Identity Protection, 4 Good Reasons to Outsource Bookkeeping, Are You Taking Advantage of Your 403(b)?, What is Factor Presence Nexus? And More!

September 2017 Becoming a Smarter Renter, Form I-9 Revised, Time for an Insurance Review? And More!

August 2017 Iowa Sales Tax Holiday, Rules for Home Buyers, Zombie Payers, A Marriage Penalty and More!

July 2017 Health Savings Account Limits, How Much Do You Need to Retire? Succession Planning and More!

June 2017 Planning a Summer Vacation, Summer of the Arts, Tax Tips for Those Getting Married and More!

May 2017 IRS Begins Private Debt Collection, Three Tips for Managing Your Company's Cash Flow, Charitable Contributions and More!

April 2017 Where is My Iowa Tax Refund? What is Tax Cost Basis on Investments? Should You Amend Your Tax Return? Where Does the DOL Fiduciary Rule Stand Today? And more!

Special Edition - Beware of Phishing Scams! Our New Websites Have Launched! and 2017 Property Assessments Show Considerable Increases

March 2017 IRS Payment Agreements, A New Way to Save for Individuals with Disabilities, Account Registration of Your Assets and More!

Special Edition - 4 Items to Supply to Your Tax Preparer in Order to Claim the American Opportunity

February 2017 Join Us for the February 16th CR Metro Economic Alliance Biz Mix, 2017 New Year Tax Planning Letter, In Home Caregivers and Biennial Reports Due.

January 2017 New Form I-9, New Tax Deadlines, Haverback Becomes Partner, Registration for 3rd Annual Realtor and Developer Summit, 2017 Mileage Rates and More!