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November 8
We are totally absorbed in our tax preparation process now that the Winter Olympics are over. We've been grateful for the chance to reconnect with so ...
November 6
Many things have changed recently, including Academy Award nominations (which have dropped), mortgage rates (which have risen), and the effective tax ...
November 3
With May 17th behind us (albeit it was just another day for people in Texas, Louisiana, and Oklahoma), We're moving our attention to the planning and ...
October 28
It's the last full week of tax season, and our Charlotte office is bustling! But, yes, I am still pausing to write to you, my buddy. There's a lot of ...
October 12
Here in Charlotte, we are currently fully immersed in our tax "off season." But, surprisingly, this is where we can genuinely make a difference on beh...
October 9
So, there you have it. You made it happen. We got it through the tax season without a hitch. Every year, I feel a great weight lift off my shoulders w...
October 4
Let me tell you something... May is starting to resemble December in appearance. Not because it's cold outside, but because there's so much "end of sc...
October 1
March's craziness sure delivered over the weekend, didn't it? There are a lot of upsets and surprises this time of year, which makes it exciting for b...
September 30
It certainly does seem like summer now that we're in June. Summer is arrived. The air conditioning kicks in, the days get hotter... and, if you're any...
September 28
It seems like crooks in Charlotte are always coming up with new ways to deceive people into handing them more money. No, I'm not referring to Congress...