Important Dates for Tax Season

To ensure timely and accurate filing of your tax returns, our firm adheres to hard internal deadlines. You must be tax ready prior to the following dates or an extension will need to be filed. Note: Our tax prep queue works on a first-ready, first-served basis. We recommend being tax

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Rudy Murdock Completes CPA Licensure

Exciting news from our team: Rudy Murdock is now officially a licensed CPA. Please join us as we congratulate him on this notable accomplishment.  Rudy joined us in June 2023, immediately slotting into our team and culture. His dream role has always been to serve as a small business advisor,

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Our Tax Return Process

Thank you for trusting our team to prepare your tax return. To complete the process as smoothly and quickly as possible using your intuitive Canopy portal, take a moment to review our tax return workflow. You will receive email notifications every time your return enters the next stage IMPORTANT: Be

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Client Spotlight: Chronicles Distilling

When life gives you lemons, you make lemon vodka. At least that’s what Chase and Aaron from Chronicles Distilling do. An idea that started as a joke between two brothers has grown into a successful enterprise adding charm to the city and a place for people to “actually talk to

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When Profits Stall, Growth Isn’t Always the Best Answer

When business owners see profits lagging, the instinct is often to do more. Hire another team member.Launch a bigger marketing campaign.Push for more sales. Sometimes, that’s exactly what’s needed. Fresh energy and expansion can be powerful. But other times? Growth isn’t the real problem. Visibility is. Many businesses already have

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