This website exists to provide clients with information concerning our services and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that we provide.

Current News:

June 7th, 2023 IRS Statement regarding Notices of June 26 deadline (CLICK HERE)

Tax Season is upon us once more. We hope you’ll take a moment to review our website for useful information.

In the “Newsletter” tab you will find our year end letter.  It has information for the 2022 tax season, as well as payroll information for 2023.

The “Tax News & Tips” has been updated as well.

You may also download and print our 2022 Engagement Letter and our 2022 Short Organizer, which can be found under the “Resources” tab above.  If you would like a personalized Organizer, please call or email to request one.

New Minimum Wage: effective 01/01/23 – $15.50 no matter the number of employees.

2023 Payroll Tax Rates:

FICA 6.2%

Medicare 1.45%

SDI 0.9% (Down from 2022)