Loading...
The Monthly Market Update will inform you of the current market conditions.
S&P 500 | Loading... | Loading... |
S&P 100 | 949.66 | +.54 (+.06%) |
NASDAQ Composite | Loading... | Loading... |
10yr Treasury Yield | Loading... | Loading... |
May 1, 2025
We assisted a local small business in recovering over $42,000 in missed deductions and credits through a comprehensive review of their 2022 and 2023 filings. Our team identified overlooked expenses, optimized depreciation strategies, and ensured full compliance—all while minimizing audit risk. The result was a significant refund and a clearer financial path forward for the client.
April 17, 2025
A growing tech startup approached us for help navigating complex tax regulations after expanding its team across five states. We successfully implemented a multi-state payroll tax strategy, ensured proper registrations, and prevented costly penalties. The client now enjoys peace of mind with ongoing compliance support and efficient quarterly filings.