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?

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Elder Care Financial Care

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

Buying vs Renting in Rolla: A Few Considerations

The longest day of the year (Sunday the 20th) is next week, the official start of summer. We're taking our cues from the season and steadily working through extensions and year-round planning moves.AND we're also finding ourselves helping some Rolla people who didn't...

Focus Training For Folks In Rolla

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Delayed Gratification: Staying Focused to Get Ahead (Later) in Rolla

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Buying a House in Rolla During this Housing Shortage

Tax professionals everywhere even here in Cuba are collectively pulling their hair out this year, and we're so inundated with questions and issues from conflicting guidance that I have seen many of my colleagues liken this season to "ER triage." And I can understand...

Five Key Tax Filing Penalties Rolla Taxpayers Must Know

We're slowly unburying after the May 17th federal tax deadline (though for those in Texas, Oklahoma and Louisiana -- we're still going!).This tax season has been ... long.And I promise that I’ll soon take up non tax-related content. Goodness knows, I need a palate...

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...

Glennda’s Tips for Protecting Personal Assets

You’ve probably got a story to tell. The one about how you got to where you are today. It probably involves lots of hard work and sacrifice. And money.Last I checked, people weren’t giving away their Rollahomes and cars. And I bet that you put locks on that house and...

Understanding Your FICO Score by Glennda Sutton

We're already a week into June, and our timing still feels askew because of the extended deadline ... but we're here, and we're still in your corner for all things tax and financial.In fact, I want to do a fairly deep dive on a very pertinent (to many) topic ... but...

3 More Reasons Why More Rolla Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Rolla who trust us with their most sensitive financial details -- and we don't take that...

Glennda Sutton’s Insights on Good Debt Vs Bad Debt

Before I jump into outlining good debt vs bad debt for all those in Rolla trying to tackle their personal debt, let’s touch on some news from everyone’s not-so-favorite government agency. Late last week (Friday news dump?), ye olde Internal Revenue Service announced...

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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For Individuals

How You’re Missing Legal Tax Deductions

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