Delegate to Grow, Not Substitute
By Lisa Purichia Partner, Director of Accounting Services & Retirement Plan Services Email Lisa During especially busy times like tax season, an accounting firm like ours depends on effective delegation.
Continue ReadingExplaining the Extension to File Your Taxes
By Leslie Munas Manager, Tax Services Email Leslie Did you miss the April 15 tax filing deadline? You’re not alone, as roughly one in three Americans procrastinate on filing their
Continue ReadingMarch 2025 Newsletter
In this month’s newsletter, read about how to use your social media influence, how to get your tax refund faster and more!
Continue ReadingBecoming a Business of Influence
By Lindsey Anderson, CPA Senior Manager, Tax and Accounting Services Email Lindsey Becoming a business of influence is about meeting people where they are — right now, that’s online, specifically
Continue ReadingTax Tips for Filing Your Return for a Faster Refund
By Betty Agosto Tax Senior Email Betty Why are you waiting to file your taxes? Here’s a reason to get started: The IRS has already returned more than $145 billion
Continue ReadingTax Day Throughout Time
As Tax Day approaches, many people are procrastinating on filing their tax returns. Fortunately, online filing makes it fast and easy, and even if you wait until the last minute,
Continue ReadingFebruary 2025 Newsletter
In this newsletter, read about leadership, get access to our handy Tax Pocket Guide, and learn how to make tax season, well, less taxing!
Continue ReadingLeaders: Don’t Lose Sight of Your Vision
By Lisa Purichia Partner, Director of Accounting & Retirement Plan Services Email Lisa Earlier this month, one of our clients, DK Pierce & Associates, Inc., treated us to a surprise visit
Continue ReadingHow to Make Tax Season Less Taxing
By Skyler McCool Manager, Tax Services Email Skyler As with any holiday or annual event, it’s easy to fall prey to procrastinating preparation for Tax Day. Make 2025 the year
Continue ReadingJanuary 2025 Newsletter
As you navigate the new year, check out our newsletter for advice on how to change up your approach to recruiting and running your business.
Continue ReadingNew Year, New Ways of Doing Business
By Amy Conrad Manager, Accounting Services Email Amy As you enter the new year with a fresh slate, now is the chance to try different approaches in how you do
Continue ReadingTake a Different Approach to Finding Talent
By Eric Woodruff, CPA, CCIFP Partner, Director of Audit & Assurance Services Email Eric As artificial intelligence advances and the world begins to look more like a work of science
Continue ReadingDecember 2024 Newsletter
In this month’s newsletter, we invite you to learn about estate and gift tax exemption, inflation, our newest employees and more!
Continue ReadingEasy Ways to Fight Inflation
By Lisa Purichia Partner, Director of Accounting Services & Retirement Plan Services Email Lisa We’re in the midst of a critical time for small businesses. According to the U.S. Small
Continue ReadingEstate and Gift Tax Exemption: What Business Owners Should Know
By Christopher Sargent, CPA/ABV, AM Senior Analyst, Valuation & Litigation Services Email Chris The estate and gift tax exemption, currently at approximately $13.61 million per individual, is set to revert
Continue ReadingNovember 2024 Newsletter
Check out this month’s newsletter for information on financial reporting and future tax plans, Sponsel employee news and more!
Continue ReadingTax Plans for 2025 and Beyond
By Nick Hopkins, CPA, CFP® Partner, Director of Tax Services Email Nick As Donald Trump looks to enter his second term as President, there will be an increased focus on
Continue ReadingOctober 2024 Newsletter
With this month’s newsletter, we want you to face your financial fears, talk openly about finances, and meet one of our newest team members!
Continue ReadingFace Your Financial Fears
By Christopher Sargent, CPA/ABV, AM Senior Analyst, Valuation & Litigation Services Email Chris With Halloween season upon us, let’s face some fears. We’re all gearing up for it by watching
Continue ReadingTalking Dollars and Sense
By Skyler McCool Manager, Tax Services Email Skyler Finances affect people differently across various generations. While members of Generation Alpha (ages 14 and under) are just now starting to earn
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