[Updated 12/21/2020] Our physical office remains closed during this pandemic and we are continuing to do as much of our business electronically as possible. Please continue to use the secure client portal on our website for document transfers. If you would like to snail mail us your documents, our address is 1325 Lincoln St. Bellingham, WA, […]

[Copy of email newsletter sent out 4/23] You probably saw in the news that there is additional Covid-19 relief funding working it’s way through The Senate and The House this week.  It is expected to be signed into law Friday, April 24th. Often tax bills get last minute changes before being signed into law, so […]

[Newsletter sent to Thrive  clients 4/20/2020]   There are many updates on both state and federal relief programs – more than I can include in any newsletter.  Below I cover information that relates to the most common questions we are receiving and information that is new and/or different from what was previously released (and therefore […]

[Updated 4/13/20] The CARES Act is a massive new law – long, complex, and full of relief programs to help small business and self employed individuals. I’m going to highlight the primary grant and loan programs for small business.  This is my personal summary of the programs based on my current understanding.  I am attempting […]

Tax rules, new programs, new tax laws, and relief packages are coming out & changing so fast, we cannot keep up with them all.  We are making an effort to keep you informed of the most urgent and common issues to affect our client group of small businesses and self-employed individuals. Below are the basics […]

We are receiving many questions about the new W-4 forms. I’m not surprised, they are super confusing! And it’s a lot less obvious how to get the result you want — whether that’s getting a big refund, having a modest balance due on your tax return, or coming in as close to zero tax due […]