Beyond Tax Solutions
Timely expert solutions tailored for your individual and micro-business taxation and accounting needs.
What We Do
#1
Individual and Micro-business Accounting Services
For start-ups, growing, and mature businesses.
#2
Individual and Micro-business Tax Services
Individual and business income tax preparation, planning and advice.
#3
Personal Finance Services
Retirement and college savings, investment and estate planning, personal budgeting and credit score health.
What Clients are Saying
Latest News
The importance of engagement letters for small firms
By Roby B. Sawyers, CPA, Ph.D.November 1, 2018 Editor: Heidi A. Ridgeway, CPA Tax issues are the most common source of malpractice claims against CPA
Hiring CPA | What Questions Should You Ask?
Questions to Ask When Hiring A CPA | Over the last few weeks I have been asked more and more frequently about hiring a CPA.
Stimulus-enhanced child tax credits should start flowing in July, IRS chief says
(CNN) – The Internal Revenue Service is on track to start sending stimulus-enhanced child tax credits to millions of families in July, the agency’s head
State Tax Due Dates Updated for COVID-19 Relief
The U.S. Treasury Department and the IRS announced on March 17, 2021 that the federal income tax filing due date for individuals for the 2020 tax year
$10,200 unemployment tax break: IRS plans to automatically process refunds
The IRS plans to automatically process refunds for taxpayers who had unemployment income in 2020 and filed their tax returns before legislation passed that made
IRS postpones April 15 deadline
The IRS announced on Wednesday that it is postponing the deadline for all individual tax returns. Returns otherwise due April 15 will not have to