There was $1200.00 deposited in my bank account and I would like to know why.

January 4th, 2024

I am a full-time university student who worked part-time in 2020 and made $1360. I am a dependent on my parent's tax return and worked as a TA at my school. Do I need to file taxes, and does this mean I can claim exemption from withholding on my W-4?

December 30th, 2024

I have a client with a gas/convenience store who plans to transfer the business to his son in a year, while still working part-time. He wants to sell the business to his son for the outstanding liability of about $1 million. The client averages a net income of $125K with sales of $3.575 million in 2019. What advice and guidance can I provide, or should I refer him to a succession/estate planner?

October 6th, 2023

I have 33K in student loan debt at 9% interest with Wells Fargo and 17K in credit card debt. What can I do to lower the interest on my student loans?

March 13th, 2023

I haven't received my $600 stimulus check yet, and I have direct deposit set up. What should I do?

June 3rd, 2024