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Tax Season Is Almost Here!
New Year. New Rules - aka, The One Big Beautiful Bill Act.
There are benefits for many tax payers. Schedule a planning consultation so we can share how change can be good...and maybe save you some money!
January 15, 2026: 4th Quarter estimated tax payment is due!
February 2, 2026: Employer deadline to send W-2 & 1099 forms.
April 15, 2026: Federal Income Tax filing date!
Each month this space will include something new, fun or interesting for you to enjoy, ponder and share.
This month, we explore:
Welcoming Wealth: The Story of the Maneki-Neko
What better way to kick off 2026 than by getting to know one of the world’s most iconic good luck charms?
If you have ever stepped into a local shop or your favorite sushi hangout and noticed a cat figurine "waving" at you, you haven’t just found a cute decoration. You have met the.. . .
ISSUE-24-DECEMBER 2025-REFLECTING ON THE REASON FOR THE SEASON
In keeping with our new tradition from last year, we are sending a “Christmas Card” newsletter to express our appreciation and heartfelt gratitude for your trust and partnership during the year.
The famous Peanuts creator, Charles M. Schultz reminded us that, “Christmas is doing a little something extra for someone.”
This spirit guides us beyond the holiday season—it inspires how we serve . . .

Our family-owned firm has been serving the community for over 30 years. Our team includes experienced CPAs and dedicated support staff to provide a wide-range of professional services.




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