Focus CPA 
As a business owner I feel it is my challenge to provide value in the work that we do, for the team and for the clients we serve. That value can be financial such as a paycheck or return on value for the price the clients pay us.
One of my values is “put your heart into it.” This time of year, my heart goes on a wild roller coaster ride. This is when a client must decide whether to sign an engagement letter. Most clients love us, which is an incredible high.
Yes, it is time to prepare your 2024 tax return. However, your future tax situation is becoming more uncertain—and not in your favor. As tax law currently stands, we will experience major tax law changes on January 1, 2026, that will increase your tax bill.
Reflecting on 2024, the year brought several unexpected life events. There were more trips to Arizona than planned. The year began with my son John’s wedding to Alicia on December 31, 2023, in Peoria, Arizona—a beautiful evening of celebration.
We take care of things that I value. I take my car to the mechanic to keep it running smoothly. I have my furnace serviced every other year to insure heat during the winter. I exercise and watch what I eat to keep to improve my performance and to enjoy life.
Living in Green Bay, WI, we experience both the beauty and the stark reality of a winter wonderland each year. The sight of icicles hanging from trees is breathtaking. However, driving on sheer ice can also take your breath away—for entirely different reasons.
Tax time is just around the corner. With our federal income tax rates ranging from 10% up to 37%, lowering your income to the next lower bracket can reap great benefits. For as your income jumps, so does your tax rate.
Thanksgiving is a celebration of abundance, a time to focus on all there is to be thankful for. Yet, thoughts of scarcity can still creep in. A recent update to our personal financial statement stirred up mixed emotions. In the early days of starting a business, our financial outlook was bleak.
To start KEEP GOOD RECORDS. The best way to reduce your tax bill is to keep current financial records. To verify their accuracy, monitor the information on a regular basis.
Growing up in the country, one of the earliest memories involved walking through my grandfather’s barn. As a child, a cow seemed so intimidating.
117A PACKERLAND DRIVE
GREEN BAY, WI 54303
(920) 351-4842
