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  • What We Do
  • Who We Are
  • Resources
    • Resources Library
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Video Library
    • Blog
    • Record Retention Guide
  • Join our Team
Pay Bill Get In Touch Send Secure Email

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12 tips to finish the year strong

Use these tips to help you tidy loose ends, boost your business and set yourself up for success in 2025.

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Tax-loss harvesting: What it is and how it works

Learn how tax-loss harvesting can help your small business minimize tax liability.

Read more about Tax-loss harvesting: What it is and how it works ➞

Life and living: Deck the halls with new traditions: Fun ways to celebrate at home and work

From festive family activities to fun workplace celebrations, we share several ideas to make the holidays extra special.

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Everything you need to know about 1099s

If your business uses contractors or freelancers, you need to ensure they receive the correct tax forms. Our guide breaks down everything you need to...

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Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

Mind flex: How trendy is your business? A quiz

See how ‘on trend’ your business is by exploring our short quiz.

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Embracing the season: How to combat the fall and winter blues

Feeling less motivated as the days get shorter? Discover how to combat the fall/winter blues and boost your energy with these simple tips.

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5 simple steps to keep your small business cybersecure

Is your business prepared for cyberattacks? Here are five steps to boost your security during Cybersecurity Awareness Month!

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The ultimate tailgating playbook

Ready to score big this football season? Check out our ultimate tailgating playbook to up your pregame festivities!

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Mind flex: How cybersecure is your home or business?

What can happen when you click on a link in an email? Find out.

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Life and living: Winter-proof your home: Your cozy season checklist

Winter will be here before you know it. Get prepared with these nine tips.

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7 ways to rev up your business this fall

Fall is a season of change. Embrace it by using these seven tips to boost your business.

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Small business + big data: A winning equation

Data analytics isn’t just for the tech giants; it can help you, too. Discover how.

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Tax considerations for remote work: What you need to know

Remote work has many benefits…and several tax considerations. Here’s what you need to know.

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From the firm: Minding your Ps in business

Discover the four foundational pillars of business that drive efficiency, ensure readiness and streamline operations.

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Salisbury Office

650 Statesville Blvd.
Suite 3
Salisbury, NC 28144

p:  (704) 636-1040

f:  (704) 637-3084

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