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  • What We Do
  • Who We Are
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Video Library
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Pay Bill Get In Touch

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A home office.

Do you run a business from home? You may be able to deduct home office expenses

If you’re a business owner who works from home, you may be able to save tax with home office deductions. Here are the rules to qualify.

Read more about Do you run a business from home? You may be able to deduct home office expenses ➞
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There still may be time to make an IRA contribution for last year

If you want to help ensure your financial security in retirement, saving now is one of the best moves you can make. If you qualify, you still have tim...

Read more about There still may be time to make an IRA contribution for last year ➞
Woman holding a tablet and using a calculator.

Why you might want to file early and answers to other tax season questions

Why is it a good idea to file a tax return early? Here’s the answer to that and other filing season questions you may have.

Read more about Why you might want to file early and answers to other tax season questions ➞
Balls balanced on pieces of wood.

How inflation will affect your 2022 and 2023 tax bills

The effects of inflation are all around. You’re probably paying more for gas, food, health care and other expenses than you were last year. Are you wo...

Read more about How inflation will affect your 2022 and 2023 tax bills ➞

Caring for an elderly relative? You may be eligible for tax breaks

Taking care of an elderly parent or grandparent may provide more than just personal satisfaction. You could also be eligible for tax breaks.

Read more about Caring for an elderly relative? You may be eligible for tax breaks ➞

Retiring soon? Recent law changes may have an impact on your retirement savings

If you’re approaching retirement, you probably want to ensure the money you’ve saved in retirement plans lasts as long as possible. If so, be aware th...

Read more about Retiring soon? Recent law changes may have an impact on your retirement savings ➞

Back-to-school tax breaks on the books

Despite the COVID-19 pandemic, students are going back to school this fall, either remotely, in-person or under a hybrid schedule. In any event, paren...

Read more about Back-to-school tax breaks on the books ➞

Thoughtful onboarding is more important than ever

Although many businesses have had to reduce their workforces because of the COVID-19 pandemic, others are hiring or may start adding employees in the...

Read more about Thoughtful onboarding is more important than ever ➞

Are scholarships tax-free or taxable?

COVID-19 is changing the landscape for many schools this fall. But many children and young adults are going back, even if it’s just for online l...

Read more about Are scholarships tax-free or taxable? ➞

6 key IT questions to ask in the new normal

The sudden shutdown of the economy in March because of the COVID-19 pandemic forced many businesses to rely more heavily on technology. Some companies...

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What qualifies as a “coronavirus-related distribution” from a retirement plan?

As you may have heard, the Coronavirus Aid, Relief and Economic Security (CARES) Act allows “qualified” people to take certain “coronavirus-related di...

Read more about What qualifies as a “coronavirus-related distribution” from a retirement plan? ➞

Answers to your questions about 2020 individual tax limits

If you’re getting ready to file your 2019 tax return, and your tax bill is higher than you’d like, there may still be an opportunity to lo...

Read more about Answers to your questions about 2020 individual tax limits ➞

There still might be time to cut your tax bill with IRAs

If you’re getting ready to file your 2019 tax return, and your tax bill is higher than you’d like, there may still be an opportunity to lo...

Read more about There still might be time to cut your tax bill with IRAs ➞

How business owners and execs can stay connected with staff

With the empty bottles of bubbly placed safely in the recycling bin and the confetti swept off the floor, it’s time to get back to the grind. Th...

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5 Ways to strengthen your business for the new year

The end of one year and the beginning of the next is a great opportunity for reflection and planning. You have 12 months to look back on and another 1...

Read more about 5 Ways to strengthen your business for the new year ➞
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Contact Us

Saginaw Office

5196 State St.
Saginaw, MI 48603

p:  (989) 791-1040

e: 

Clio Office

5092 W Vienna Rd
Suite F
Clio, MI 48420

p:  810-687-9800

Frankenmuth Office

184 N Main Street
Suite B
Frankenmuth, MI 48734

p:  (989) 791-1040

e: 

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