Backdoor IRA

The purpose of the “Backdoor IRA” is so that a high income taxpayer (ordinarily high income taxpayers are excluded from a direct Roth IRA contribution) can still have a Roth…

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Road Map Solo Business

Our small business approach has some flexibility depending on our clients needs, skills, and budget. The cost / fit / billing pages summarizes a bit on how we work and pricing structure. A lot depends on the size…

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Tax Planning 2018 and Beyond

Important points and dates below for any year-end planning items. Please do email if you have any questions. Be sure to see both the Individual and Business sections. Of course…

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