Put Your Heart Into It

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.

Tax Changes are a Comin’

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.

How Unexpected Life Is…

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.

Fall is in the Air

The days are getting shorter and the temperatures are getting colder. My garden is dying. Hummingbirds are migrating south. Kids are back in school. I already saw my first autumn red leaf that has fallen and football season is starting! Summer is disappearing and fall is peaking through.

Manage Your Tax Bill

As the year is coming to a close, it is time to think about taxes. As a Business Owner, you put blood, sweat and tears into your business every day. Now is the time to understand your unique tax situation and how to minimize your tax bill.

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