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  • What We Do
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Tax Breaks for Data Centers Are On the Chopping Block in Some States

Rising energy costs and environmental concerns drive states to reconsider tax incentives.
Read more about Tax Breaks for Data Centers Are On the Chopping Block in Some States ➞
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Indiana Adopts No Tax on Tips, Overtime Only for 2026 Tax Year

Eligible Hoosiers whose earnings this year include gratuities or overtime will not be required to pay state or county income tax on the money when the...
Read more about Indiana Adopts No Tax on Tips, Overtime Only for 2026 Tax Year ➞
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IRS Gives Taxpayers a More Streamlined Way to Report Tax Fraud and Scams

A new web page on IRS.gov consolidates multiple IRS fraud-reporting options into a single, centralized location, making it easier for taxpayers to rep...
Read more about IRS Gives Taxpayers a More Streamlined Way to Report Tax Fraud and Scams ➞
Futuristic piggy bank with glasses, illuminated by digital circuits. Set on a desk with a blurred screen backdrop, it embodies modern finance technology.

Americans Split on Using AI for Personal Finances

About half (48%) of Americans say using AI will have a positive impact on their personal finances while the other 52% disagree, according to a NerdWal...
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Angry married couple arguing about their finances

More Than 2 in 5 Americans Believe Financial Secrets Are at Least as Bad as Cheating, Bankrate Survey Says

Money is an uncomfortable topic for many, yet it’s an important ongoing conversation to have in a relationship. Financial secrets undermine trust. And...
Read more about More Than 2 in 5 Americans Believe Financial Secrets Are at Least as Bad as Cheating, Bankrate Survey Says ➞
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Car Dealers Worry Prices Are Getting Too High for Shaky Economy

America's car dealers are coming to a stark realization: The new vehicles on their lots too often cost too much, and that could create trouble for the...
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The Hidden Costs All Around Us - and How to Stop Paying Them

It's tough out there. The cost of everything is going up, from healthcare to groceries. Plus the practice of companies using monthly fees as annuity i...
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New Postmark Change Impacts Tax Filings, Extensions, and More

A quietly released USPS postmark change update is changing how postmark dates are defined and applied, creating real problems for taxpayers.
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Social Security Changes in 2026: What Retirees and Workers Need to Know

As 2026 begins, several updates to Social Security rules and benefits are taking effect, such as the full retirement age is now 67 for anyone born in...
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Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026

For years, workers nearing retirement could decide whether to take the immediate tax break of pretax savings in their 401(k) plans or build tax-free i...
Read more about Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026 ➞

It's Tax Time! Ideas to Get Organized

With tax season officially underway, here are several ideas to make filing your return as stress-free as possible:
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Annual Holiday Quiz: Hidden Stories Behind Holiday Giving

As you ring in the holiday season, why not have some fun? Test your knowledge of the hidden stories behind holiday giving with our annual holiday quiz...
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5 Financial Terms Everyone Should Know

Money impacts nearly every part of life. Whether you're just starting your career, running a household, or trying to grow your savings, understanding...
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Building a resilient team culture through the holiday season

The holiday season can be a tipping point for employees, influencing whether they decide to stay or leave. Read on to learn how you can build a resili...
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What's your year-end planning personality?

Are you an Overachiever, Steady Planner, or Spontaneous Entrepreneur? Take our quick 5-question quiz to discover your year-end planning personality an...
Read more about What's your year-end planning personality? ➞
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Wake Forest, NC 27587

p:  (919) 556-9500

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