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May 2025 Newsletter
In this month’s newsletter, we explore what to do after tax season, what questions to ask in business and more! Join us!
Contine Reading Post-Tax Season Relief and Debrief
By Lindsey Anderson, CPA Senior Manager, Tax and Accounting Services Email Lindsey As a taxpayer, you can finally exhale — tax season is behind you. Maybe it’s time to take ...
Contine Reading Questioning Is Growing
By Lisa Purichia Partner, Director of Accounting & Retirement Plan Services Email Lisa After hearing about the genetically engineered dinosaurs in Jurassic Park, Dr. Ian Malcolm tells the park’s owner, ...
Contine Reading April 2025 Newsletter
In this month’s newsletter, we say goodbye to busy season and hello to opportunities for delegation and celebration of our team members!
Contine Reading Delegate to Grow, Not Substitute
By Lisa Purichia Partner, Director of Accounting & Retirement Plan Services Email Lisa During especially busy times like tax season, an accounting firm like ours depends on effective delegation. But ...
Contine Reading Explaining the Extension to File Your Taxes
By Leslie Munas Manager, Tax Services Email Leslie Did you miss the April 15 tax filing deadline? You’re not alone, as roughly one in three Americans procrastinate on filing their ...
Contine Reading March 2025 Newsletter
In this month’s newsletter, read about how to use your social media influence, how to get your tax refund faster and more!
Contine Reading Becoming a Business of Influence
By Lindsey Anderson, CPA Senior Manager, Tax and Accounting Services Email Lindsey Becoming a business of influence is about meeting people where they are — right now, that’s online, specifically ...
Contine Reading Tax Tips for Filing Your Return for a Faster Refund
By Betty Agosto Tax Senior Email Betty Why are you waiting to file your taxes? Here’s a reason to get started: The IRS has already returned more than $145 billion ...
Contine Reading Tax Day Throughout Time
As Tax Day approaches, many people are procrastinating on filing their tax returns. Fortunately, online filing makes it fast and easy, and even if you wait until the last minute, ...
Contine Reading February 2025 Newsletter
In this newsletter, read about leadership, get access to our handy Tax Pocket Guide, and learn how to make tax season, well, less taxing!
Contine Reading Leaders: Don’t Lose Sight of Your Vision
By Lisa Purichia Partner, Director of Accounting & Retirement Plan Services Email Lisa Earlier this month, one of our clients, DK Pierce & Associates, Inc., treated us to a surprise visit ...
Contine Reading How to Make Tax Season Less Taxing
By Skyler McCool Manager, Tax Services Email Skyler As with any holiday or annual event, it’s easy to fall prey to procrastinating preparation for Tax Day. Make 2025 the year ...
Contine Reading January 2025 Newsletter
As you navigate the new year, check out our newsletter for advice on how to change up your approach to recruiting and running your business.
Contine Reading New Year, New Ways of Doing Business
By Amy Conrad Manager, Accounting Services Email Amy As you enter the new year with a fresh slate, now is the chance to try different approaches in how you do ...
Contine Reading Take a Different Approach to Finding Talent
By Eric Woodruff, CPA, CCIFP Partner, Director of Audit & Assurance Services Email Eric As artificial intelligence advances and the world begins to look more like a work of science ...
Contine Reading December 2024 Newsletter
In this month’s newsletter, we invite you to learn about estate and gift tax exemption, inflation, our newest employees and more!
Contine Reading Easy Ways to Fight Inflation
By Lisa Purichia Partner, Director of Accounting Services & Retirement Plan Services Email Lisa We’re in the midst of a critical time for small businesses. According to the U.S. Small ...
Contine Reading Estate and Gift Tax Exemption: What Business Owners Should Know
By Christopher Sargent, CPA/ABV, AM Senior Analyst, Valuation & Litigation Services Email Chris The estate and gift tax exemption, currently at approximately $13.61 million per individual, is set to revert ...
Contine Reading November 2024 Newsletter
Check out this month’s newsletter for information on financial reporting and future tax plans, Sponsel employee news and more!
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