The Blog

Yesterday, we learned some news, and I thought I’d send you a short note for you to hear this (it is a welcome change). Earlier this week I wrote to you (and it has been all over the news) about the economic stimulus checks (typically for $1,200 for single filers and $2,400 for joint filers). The initial rules were stating … Read More

Well, over the weekend, the President signed the big new stimulus bill, and we have been poring over the details ever since. Bear with us … it is MASSIVE. But it’s also full of great benefits for Mobile, AL families and business owners (even those with a “side hustle”), so we’ve already been working on helping our clients with all … Read More

You might have seen the news that Congress has agreed on the massive new stimulus bill, called the CARES Act. As of this writing, the stimulus bill is NOT YET SIGNED. But it is getting very close. And it might help you VERY much, depending on your situation. I will have more to say early next week, once I review … Read More

I hope you’re hanging in there. We’re LOCKED in, helping our Mobile, AL clients, and I have a bunch of things to share with you today, based on recent activity. I will say that, between helping clients, and the astonishing rapidity of change, I’m not always able to put up new posts immediately, at the moment of update. But you’ll … Read More

Until further notice. This is a busy, fearful and unprecedented time of the year for all of us. We are in your corner, even still. Due to the Coronavirus Pandemic, our office has stopped seeing clients face to face, until further notice.  We will continue to accept client documents and prepare returns. We continue to accept new clients but cannot … Read More

I normally write you a weekly strategy note (or so), but these are NOT normal times, are they? And before I get into what’s happening with the IRS deadline — to separate some of the rumors from the reality — I first want to check with you: How are you doing? Email me back through the email button at the … Read More

Hello, my friend. The world has shifted under our feet. With the barrage of media, medical, and economic news flying at us, I want to stay in my lane today. You don't need more medical advice, you don't need tips on working from home (at least today — I might share those later), or even my particular thoughts on the … Read More

As COVID-19 snakes its way through the world, what’s becoming clear to me is that … well, not much is clear. From death rates (relying upon shaky data from totalitarian regimes), to spread rates, to proper precautions — you can find an article from a seemingly-authoritative source that will tell you one thing, and then click over to another (equally … Read More

Yep, here we are in March, and that means that it’s GO TIME for taxes. If it takes you a couple weeks to pull things together, and get organized … well, now is a very good time to start the process. We’re here for you with any questions: (251) 633-4070 But don’t panic — even if you’re terrible at paperwork, … Read More

Like me, you’ve probably heard: “Do what you love, and the money will follow!” Hogwash. Personally, I love lying on the beach, but unless I start looking like a supermodel, there’s not much chance of me getting paid for it. What we do get paid for is working like expert professionals. Which, as it were, is what we happen to … Read More