2025

We hope May has been good to you! With tax season officially behind us, we're shifting gears—literally and figuratively. This month, we’re celebrating the close of a successful Tax season, cheering on Charles as he takes a few victory laps around Ozarks International Raceway, and honoring Mother's Day with a fun matching game you won’t want to miss. We’ve also included helpful articles on security, finances, and planning for the future—because while the deadlines may be over, the work of building a strong financial foundation is always in motion. Let’s keep the momentum going!

Happy End of Tax Season!

As we wrap up another successful tax season, we want to take a moment to say thank you. Your trust is at the heart of what we do—and we’re grateful for the opportunity to serve you.

Your timely communication and cooperation played a key role in helping us meet deadlines and keep everything on track. That level of engagement is what allows us to do our best work on your behalf.

We also want to recognize our incredible team, whose dedication made this season possible. Their commitment behind the scenes ensured every detail was handled with care.


We’re proud of what we accomplished together and excited for what’s ahead. Thank you for choosing us!

Charles Visits Ozarks International Raceway


Thanks to our GREAT clients and team, Charles was able to spend the Saturday and Sunday before April 15 at the Ozarks International Raceway. No new personal records but he did have a great time!

Mother’s Day Fun:

Match the Flower to the Team Member


In celebration of Mother’s Day, we’re spreading a little floral joy! We've asked each team member to share their favorite flower, and now it's your turn to guess who picked what. Think you know us well?


Click on the image above to begin the game. The select a flower or a team member's photo to reveal the match—see how many you can get right! Get them all correct? Let us know—you might just earn bragging rights and be featured in next month's newsletter!

The IRS Unveils Top Tax Scams and Threats

Scammers are getting smarter and tax season is prime time for fraud. Learn how to spot IRS impersonation scams, protect your personal information, and avoid falling victim to fake calls, emails, and texts Read More

Spring Clean Your Finances

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Spring isn’t just for closets. It’s for your business finances too. And just like you wouldn’t leave last year’s mismatched socks sitting in your drawer, you shouldn’t let old subscriptions, bloated expenses, or outdated processes keep piling up in your books. Read More

Maximize Your Financial Happiness: Stop the Cycyle and Thrive

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Ever feel like no matter how hard you try, your finances just aren’t working for you? You’re not alone. Many people, especially busy business owners, make the same costly mistakes when it comes to money. But what if you could flip the script and create a future where your finances bring you joy, not stress?  Read More

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Secure Your Legacy: Key Planning Areas for Business Owners



As your trusted CPA and advisor, we know that your business is more than just numbers—it is your livelihood, your legacy, and often, your family’s future. While managing daily operations is always a priority, strategic long-term planning is just as essential to ensure your business and personal affairs are secure and well-positioned for the future. Read More

Video: Are Your Beneficiaries Up to Date?

4.8M Scammed from Seniors

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The FBI’s Internet Crime Complaint Center (IC3) has released alarming data for 2023: Americans aged 60 and older reported losses exceeding $4.8 billion to scams last year—a nearly 11% increase from 2022. According to the ABC News report, this age group now accounts for nearly one-third of all losses reported to the IC3.

Read More

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Thank you for being part of our community and for trusting us with your business. We appreciate you!

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