What We Say
Your Weekly Read
Questions about taxes and tips? Here are some answers for employers
You may have heard about proposals to end taxes on tips. If you’re a business with employees who receive tips, how should you proceed?

The adoption tax credit: Easing the financial journey of parenthood
Adopting a child can be expensive. Fortunately, the adoption tax credit may be available for many parents to take advantage of.

An ESOP can help business owners with succession planning
An employee stock ownership plan (ESOP) is a type of qualified retirement plan that invests solely or mainly in the stock of the business.

Maximize your 401(k) in 2025: Smart strategies for a secure retirement
Planning for the future? You may want to contribute new amounts to your employer’s 401(k) plan or Roth 401(k).

So many KPIs, so much time: An overview for businesses
Having trouble picking the right key performance indicators (KPIs) for your small business? Here’s how to narrow the search.

Saving for college: Tax breaks and strategies your family should know
There are some tax-savvy ways to build education savings and pay for college. Here’s how to help maximize education funds.

How can you build a golden nest egg if you’re self-employed?
A solo 401(k) plan is a powerful retirement savings tool for a one-person small business. Here’s how you can help save for a golden future.

Unlock your child’s potential by investing in a 529 plan
College costs have gone up sharply, so starting to save early is a smart move. One option is to invest in a tax-advantaged 529 plan.

What type of retirement plan is right for your small business
If your company is ready to sponsor a qualified retirement plan, many potential choices are on the table. Here are three prime examples.

How tax-smart HSAs can benefit your small business and employees
Health Savings Accounts allow you and your employees to set aside money on a pre-tax basis to pay for qualified medical expenses.

Washington, NC 27889
Business Hours:
Monday-Thursday
8:00 AM - 5:00 PM
Friday
8:00 AM - 12:00 PM
Saturday-Sunday
Closed