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Personal

With 24 years experience helping local clients make the most of their time and money, we guarantee you won't overpay your taxes or the cost to prepare them.

Business

Our team of tax and business specialists are focused solely on achieving your financial objectives and solving problems.
Strategic thinking, smarter decisions, greater confidence.

Trust & Estate

We are experienced with working in cooperation with attorneys and directly with individual executors and trustees in this important area.

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Our client discounts offer a unique opportunity for both new and existing clients. New clients receive a $50 gift card while existing clients can save money through our drop-off, referral and extension programs.

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Learn Some Helpful Tips on Our Blog

living trust

Is a Living Trust Appropriate for You?

By mindyi | November 25, 2020

You have probably heard others discussing living trusts but may not understand the reasons for them or whether you should have one. Living trusts are an estate-planning tool, and there is not a one-type-fits-all living trust. … Read More

Don’t Miss Out on Year-End Tax-Planning Opportunities

By Alex Franch | November 11, 2020

Individual Planning Opportunities Did You Collect Unemployment Income This Year? If you did, you should be aware that it is taxable for federal purposes and that most states also tax unemployment benefits. Even if you had … Read More

Are My Unemployment Benefits Taxable?

By Alex Franch | October 28, 2020

With the passage of the CARES Act stimulus package earlier this year, the federal government added $600 to the normal state weekly unemployment benefits and increased the number of benefit weeks to a total of 39. … Read More

5 Things You Need to Know About Losing Your Job

By Alex Franch | October 15, 2020

If you have lost your job, there are a number of tax issues you may encounter. How you deal with these issues related to job loss can profoundly impact your taxes and finances. The following are … Read More

paper tax return, mail in tax form, tax form, mail

Tax Problems: Did You File a Paper Tax Return?

By Alex Franch | May 15, 2020

Paper Tax Return: The IRS Will Not Open Your Mail Right Away IRS Paper Tax Returns are just another item on the list that coronavirus is affecting our lives? The Internal Revenue Service has completely flipped … Read More

May 2020 Economic News, May Economic News

May 2020 Live Updates for Taxpayers and Small Business Owners

By Alex Franch | May 13, 2020

May 2020 Live Updates and News The world continues to shift with all the economic changes and fallout of COVID-19 outbreak. This is hitting people personally and professionally. Businesses are prematurely opening without authorization of the … Read More

Latest COVID-19 Economic News for Taxpayers and Small Business Owners

By Alex Franch | May 6, 2020

Worthtax Has the Latest COVID-19 Economic News As the whole world grapples with the personal, professional, and economic fallout of the COVID-19 outbreak, we want to help our tax and small business clients stay up-to-date on … Read More

Covid-19 News, Covid-19 Articles, Stimulus Check, New IRS Tracking Tool

Where’s My IRS Stimulus Check?

By Alex Franch | April 15, 2020

Are You Wondering Where Your Stimulus Check Is? The IRS has a new direct deposit tracking tools to look up and track it. Also, you can update your direct deposit information. We strongly suggest that when … Read More

Covid-19 Resource Guide: Taxpayers & Small Businesses

By Alex Franch | April 13, 2020

Coronavirus Resource Guide for Business This Covid-19 Resource Guide for Business is to keep you up to date during the Covid-19 pandemic. Our goal to keep supporting the health, safety, and prosperity of our clients in … Read More

Extended Tax Deadline, Covid-19, Coronavirus

IRS Extends Over 300 Tax Filing, Payment and Admin Deadlines

By Alex Franch | April 10, 2020

IRS Extends Over Tax Filing Deadlines According to Treasury Secretary Steven Mnuchin, “Treasury and the IRS are extending tax deadlines.” These deadlines include the “fiscal year businesses, tax-exempt organizations and more than 270 other tax-related deadlines.” … Read More

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