What is next?

How are you doing this 2nd quarter of 2021? Are you working towards your goals or have you had to pivot….again? These are definitely interesting times and we are all being challenged to keep moving forward and then pivot and move and pivot. The key to constant...

How much is enough?

Have you ever asked yourself how much money is enough? Yesterday I was working with a new client and we were discussing how much money the owners of the agency wanted to make. This turned out to be a very difficult discussion. The owners were not clear on how much...

Tax credit and COVID vaccinations

The IRS announced today further details of the tax credit available under the American Rescue Plan to help small businesses to offer paid leave for employees receiving COVID-19 vaccinations. EBusiness owners can receive a tax credit for providing paid time off for...

Money mentor?

Today is Money Day. I am reading the New York Times and I see so many interest though leaders opinions in the financial space but I dont have a Money Mentor. Someone who’s choices I follow and aspire to. I take small pieces from several money legends. How about...

We are looking forward to the new exciting and "profitable" future for YOU, our clients with our new team!


We are pleased to announce our merger with John Tapinis and his team of tax experts!


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