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News & Updates

Accepting Limited Number of New Tax Clients

We understand many CPAs are not accepting new clients. We're happy to announce we have expanded to increase our client capacity. Local or not, if you need an experienced CPA, feel free to reach out to us to see if we're a good fit.

Inflation More Important to Fed

The Fed has increased interest rates by 0.25%. This demonstrates the Fed has prioritized fighting inflation over the financial health of the banking system. We believe this is the right decision; however, it does signal that a recession is likely. This shouldn't be a shock. Despite the happy talk, avoiding a recession was extremely unlikely.

Quarterly Newsletter

The first quarter's newsletter is out now!


We have published our first whitepaper, Make Your Money Last. There will be more volumes to come.

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