For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Third Stimulus Package Update For All Rolla Taxpayers

Despite what you might think, being a tax accountant is NEVER boring.We have all kinds of fun amusements that keep us going.We play little games like: "Guess The New Tax Law That Will Change Returns That Have Already Been Filed" -- catchy title, I know, and we get to...
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Glennda Sutton’s Third Stimulus Package Update

Well, it doesn't look as if the minimum wage increase is happening.But all kinds of other interesting nuggets are inside the Senate version of the third stimulus package, the "American Rescue Plan" (i.e. the Biden stimulus).Now, portions of unemployment are NOT...
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Glennda Sutton’s Introductory Thoughts About The Proposed Infrastructure Bill

Over the weekend, we were "treated" to heartbreaking images.No matter how any Rolla person feels about our involvement as a nation in Afghanistan, the human toll of that involvement -- and now our seemingly hurried departure -- can affect the hardest of hearts, if you...
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Do Identity Theft Protection Plans Work? Glennda Sutton’s Tips for Rolla Friends

An identity is stolen every two seconds in this country.Yeap, you read that right. Every TWO seconds. Yeah… that’s a lot. That means that either you or people you know in Rolla have fallen victim to identity theft.It’s the #1 type of complaint received by the Federal...
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The Tax Trap Rolla Side Hustlers Need to Know About

These days, it seems like everybody and their uncle has a “side hustle.”From delivering for Uber Eats and Instacart to selling crafts on Etsy to teaching English online to renting out your front yard for dog parties on Sniffspot (yes, this is a real thing), there...
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Big Employee Retention Credit Update For Rolla Businesses

With the passage of the American Rescue Plan Act AND the CARES Act, the government is seemingly trying to go "full Oprah" with all of the credits, grants, and such that they are slinging out to Rolla small businesses...And while the media headlines are dominated by...
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The Behavior Profile of Our Rolla Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...
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The Joys Of Providing Professional Tax Services To Rolla

Well, our primary work for this tax season in Rolla has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Rolla, we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll tell...
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The Problem with Unfiled Tax Returns for Rolla taxpayers

Recently, I saw some data on the US Census Bureau website that was both encouraging and troubling at the same time. I would imagine Rolla business owners who might face tax problems would be interested in seeing this:(Here is the page from which this is taken.)What...
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Big Earned Income Tax Credit Changes for all Rolla Filers in 2021

I have to apologize to all of my Rolla clients for the sheer volume of tax-centric writing I've been doing the last few weeks and months.Normally, I like to write on other topics (in addition to the tax-related stuff) ... but I cannot emphasize enough how massively...
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How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
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