Subscribe to our Newsletter

We respect your privacy and promise not to sell your address or send you spam.

Securing Your Financial Future: Essential Cybersecurity Practices for Everyone

Fortify Your Financial Future: Essential Cybersecurity Practices for the Digital Age In our increasingly interconnected world, safeguarding your financial information is more critical than ever. As a...

Read More

My Three Favorite Phone Apps to Scan Your Tax Documents This Season

Simplify Your Tax Season with JE Simmons and Company: Discover the Best Document Scanning Apps

Read More

Delayed Again:  BOI Reports Not Required While Court Cases Proceed

We are following up on developments mentioned in our December 24th blog regarding BOI reporting requirements and changes to the deadline.

Read More

Urgent Update:  BOI Reports Now Due January 13 for Most Reporting Companies

Beneficial ownership information reports are now due January 13th for most reporting companies.

Read More

A Sweet Tax Strategy: Double Dipping on Tax Savings for Charitable Giving

Imagine biting into a fried OREO® cookie - that crispy, sugary exterior giving way to the creamy center. Now, picture a tax strategy that's just as deliciously layered. Welcome to the world of...

Read More

Alert:  New Beneficial Ownership Information (BOI) Reporting Requirements Due 12/31/24

We want to make you aware of an important new reporting requirement that may affect our clients who own or control businesses. The Corporate Transparency Act (CTA) is a complex and broad piece of...

Read More

401k Plans:  Understanding the Basics and Explaining  the Benefits to Your Employees

Understanding the Basics of a 401(k) Plan A 401(k) plan is like planting seeds for a future harvest. Instead of spending all your money today, you set aside some to grow over time, setting yourself...

Read More

Navigating the Impact of Fed Interest Rate Decisions on Your Finances

On July 31, 2024, the Federal Reserve (the Fed) chose to keep interest rates steady but hinted at potential cuts in the near future. This decision has important implications for investors, consumers,...

Read More

Lower Tax Rates are Expected to Sunset in 2025.  It's Time to Start Planning Now.

We just got back from the AICPA (largest CPA membership group) national conference in Las Vegas. The yearly gathering of top-notch speakers and educators at the AICPA national conference in Las Vegas...

Read More

Unlocking the Benefits of an HSA: What You Need to Know

Discover the benefits of Health Savings Accounts (HSAs) and how you can use them to reduce your taxes paid.

Read More