Understanding Beneficial Ownership Information: A Guide for Businesses

Understanding Beneficial Ownership Information: A Guide for Businesses

When it comes to financial regulations, understanding and complying with Beneficial Ownership Information (BOI) is key for businesses. Beneficial Ownership Information refers to the details of individuals who ultimately own or control a legal entity. These regulations were established in 2021 by the Corporate Transparency Act to combat money laundering, terrorism financing, and other illicit […]

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Tax Season Preparation: A Comprehensive Guide

Tax season is just around the corner, and for many, this time of year can be both daunting and overwhelming. However, with the proper planning and organization, you can take on tax season with confidence! This blog post will serve as your comprehensive guide to tax season preparation, outlining the key steps you need to […]

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Tax Planning Tips For Getting Ahead On Your Taxes

Taxes are an unavoidable part of life, and for many individuals and businesses, it can be an overwhelming process and stressful financial burden. We often dread those spring months when tax season is in full swing and we’re rushing to gather the appropriate documents, financial statements, receipts, and more for tax planning and filing. However, […]

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Creating A Financial Roadmap

Photo by GeoJango Maps on Unsplash

In 2017, I moved from Colorado to Alaska. By car. Traveling that far and arriving at your destination doesn’t happen by accident. It took planning. I had to figure out the roads I was going to take and know, at least in part, where I was headed. Technology certainly helps (thank you Google Maps), but […]

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What’s the Difference Between an Accountant and a Bookkeeper?

When you first opened your business, you probably had this grand vision of how you would serve your clients, what your day-to-day would look like, and what kind of lifestyle you would achieve. Your vision probably DIDN’T include spending hours trying to slog through invoices and bills, payroll and taxes. You know you need help […]

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