Resources & Insights


Tax Return Checklist

Below is a list of common types of income and expenses along with the document or other information you would typically provide to us. You can use this list as a guide; there is even a space to check off what you are providing....

Sales Tax Impact of South Dakota vs. Wayfair

Prepared by Brandon McCafferty, JD/MBA – Senior Tax Manager On June 21, 2018, the US Supreme Court issued a decision that will drastically increase the power of...

Year-End Tax Planning

Prepared by Jarrett Prince, CPA – Staff Accountant As another year comes to a close, it is time to start thinking about year-end tax planning. This...

The Holiday Checklist for Businesses

Prepared by Lindsey Little, CPA – Manager It’s that time of year again – the Thanksgiving grocery lists are getting written, children are starting their Santa wish-lists, and retail...

Ten Tax Considerations for Those Working in the Shared Economy

Prepared by Susan Clifford, CPA – Principal As 2018 draws to a close and the 2019 tax filing season approaches, there is a lot of talk about the new tax regulations (officially called the Tax Cuts and Jobs Act).  If you are working in...

Cryptocurrency – Taxation Not So Cryptic

Prepared by Jonathan Kim, CPA – Senior Accountant Virtual currency, also known as cryptocurrency, has gained quite a lot of attention as of late, given Bitcoin’s astronomical...

Section 199A Business Deduction

Prepared by Joel Stettler, CPA– Tax Manager The Tax Cuts and Jobs Act of 2017 made sweeping changes to our tax code, most of which take...

Rules and Exceptions for Early Distributions from Retirement Plans

Prepared by Susan Clifford, CPA – Principal While we all realize that we should be saving for retirement, some of us are reluctant to do so...

Social Security Wage Base Increases for 2019

Prepared by Danielle Williams– Staff Accountant Previously the maximum earnings subject to the Social Security (SS) portion of FICA was $128,400. Meaning that in 2018 and...

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