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Puzzle pieces

How much is your name worth?
Posted on June 6th, 2013 in Uncategorized

As CPAs, we routinely advise clients to take actions to save money and maximize wealth. But then sometimes wealth depends on the name that your mother gave you. Yes it’s true. According to a recent study from theladders.com, people with … Continue reading

It makes us smile to see our clients happy!!!
Posted on April 21st, 2013 in Uncategorized

It makes us smile to see our clients happy!!!

To Pay or Not to Pay
Posted on April 11th, 2013 in Uncategorized

In the play “Hamlet”, Shakespeare wrote “Neither a borrower nor a lender be”.  He could have had the character go on to say, “And do not forget to avoid the tax collector at all cost”.  It seems, according to researchers, … Continue reading

Fine Print Can Cost You Thousands a Year
Posted on January 14th, 2013 in Uncategorized

Fine print can cost you. Thanks PlanetMoney for the podcast. http:\\www.marketplace.org/topics/your-money/whats-fine-print-spotlight-bill-surcharges

2012 Apocalypse?
Posted on December 21st, 2012 in Uncategorized

Today is 12/21/2012 so just a reminder to set your outlook “out of office” to something like “I will be out of the office for the next few days due to the apocalypse if you need immediate assistants please contact … Continue reading


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