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Year-End Tax Planning Can Keep $$ in YOUR Pocket!

With year-end approaching and the income tax filing deadline on the horizon, tax planning for the remainder of 2015 presents more of a complex challenge than usual. As of today, Congress has passed minimal tax legislation. However, the Senate Finance … Continue reading

November 10th, 2015

Posted in Accounting,Advisory,Featured,Tax

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Health Savings Accounts (HSAs)

Health Savings Accounts (HSAs) are like personal savings accounts, but the money in them is used strictly to pay for you and your family’s health care expenses. You — not your employer or insurance company — own and control the … Continue reading

March 26th, 2015

Is it Better for Couples to File Joint or Separate Tax Returns?

Our clients often ask whether they should file joint or separate tax returns with their spouse. Unfortunately, the answer is generally “well, it depends”.  While it is usually most beneficial to file a joint return, there are a few notable … Continue reading

March 18th, 2015

Posted in Advisory,Featured,Tax

Benefits, Rules and Timing for Opening a Roth IRA

Did you know that you can still open an IRA or make contributions to your existing IRA up until the April 15th tax deadline?  Contributions may be credited to either your 2014 OR your 2015 tax year, whichever would be … Continue reading

March 9th, 2015

Understanding College Financial Aid and FAFSA

Will you or your child be attending college in 2015? The government expects all college students and their families to contribute towards the costs of their education. However, the actual amount you and your family will be expected to contribute … Continue reading

February 16th, 2015

Posted in Advisory,Featured

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It’s Time for Your Annual Beneficiary Checkup

It is common for individuals to designate beneficiaries and then go years without reviewing or updating their choices.  However, a change  in health or family dynamic, the death of a primary beneficiary, marriage, divorce, or a change in philanthropic preferences … Continue reading

December 4th, 2014

2014 Year-End Tax Planning

As the season for year-end tax planning approaches, it appears  that taxpayers will not experience any surprises. There’s been very little tax-related legislative change this year other than the possibility of a few last-minute tax extenders, which are unlikely to … Continue reading

October 31st, 2014

Posted in Advisory,Tax

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The Benefits of Operating Your Business On The Cloud

From: Forbes Now that cloud hosting services make it possible for businesses to operate from anywhere, more are choosing to forgo having a physical office at all. OnSite Consulting is one  business that is taking full advantage of cloud computing, which … Continue reading

November 18th, 2013

Posted in Advisory

Tax Planning for Parents of College Students

From: The Journal of Accountancy It is the time of year where parents and high school seniors begin really looking hard at college choices and how to fund these choices. There are many factors in the decision mix, but but … Continue reading

July 23rd, 2013

Posted in Advisory,Tax

Connecting With Customers Through Social Media

Forbes: 5 Ways Social Media Takes Customer Relationships To The Next Level Medical device companies and financial institutions are hardly known for making waves in social media; the strict regulation of these industries is a deterrent for most. And yet a … Continue reading

December 26th, 2012

Posted in Advisory

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