Summer Hours
4/30/2026 Summer hours for 2026 are in effect beginning Friday, May 1. The office will be closed on Fridays until Labor Day in September. Updated office hours are as follows:   Monday 8:00 am - 4:30 pm Tuesd...
Modernizing Federal Payments
1/28/2026 In accordance with Executive Order 14247, Modernizing Payments To and From America's Bank Account, signed on March 25, 2025, the U.S. Department of the Treasury, in coordination with the Internal Reve...
Trump Accounts
12/19/2025 One of the provisions of the One Big Beautiful Bill Act (OB3) establishes a new type of tax-deferred savings account for children called a 530A account, often referred to as a 'Trump Account'. Taxpaye...
Holiday Office Hours
12/19/2025 As 2025 rapidly reaches its conclusion, we would like to take this opportunity to wish all our clients and their families the happiest of holidays. The office will be closing to allow our staff to enj...
Tax Planning - Donations
12/5/2025 With the holiday season in full swing, many taxpayers feel led to donate to their favorite charities to share in the holiday spirit of giving. The One Big Beautiful Bill Act (OB3), signed into law in ...
Thanksgiving Office Hours
11/26/2025 We will be closing the office at 4:00 pm on Wednesday, November 26. Our office will be closed on Thursday, November 27 and Friday, November 28 in observance of the Thanksgiving holiday. Regular office...
Ribbon Cutting & Grand Opening
11/19/2025 We are officially moved and settled into the new office at 1722 Madison Avenue!   We held a ribbon cutting and open house at the office on Friday, November 14 and were thrilled that the November wea...
Official Moving Announcement
9/23/2025 Our office is moving!
Scanning Project - Summer 2025
7/10/2025 Do you have a file cabinet overflowing with past years' tax returns? We can help!   As your trusted accountants, we understand the importance of keeping your financial records secure and organized. ...
Celebrating Service and Community Recognition
5/8/2025 We’re excited to share that our firm was recognized at the Council Bluffs Chamber of Commerce Annual Meeting back in January for celebrating five years in business during 2024! This milestone is more ...