Blog

Our carefully crafted blogs offer valuable insights and guidance on taxes, accounting, finance, and beyond. Stay informed with expert advice designed to help you navigate the financial world with confidence. 

 
A new executive order signed by President Donald Trump is bringing a major shift to how the U.S. government handles financial transactions.
Starting September 30, 2025, the U.S. Department of the Treasury will stop issuing and accepting paper checks
for all federal disbursements and payments, including tax refunds and paper checks sent to the IRS.
 

 
Filing your federal tax return often comes with a big question: When will I get my refund?
With so much advice floating around online and offline, it’s easy to fall for refund myths that only add confusion and frustration to the process.
Let’s set the record straight on five of the most common tax refund myths—and what you really need to know.
 

 
6 Strategies to Achieve Success in 2025
Physicians, now is the ideal time to focus on maximizing your contributions to tax-advantaged accounts. Whether your goal is to save for medical expenses, secure a comfortable retirement, or reduce your taxable income, there are several strategies you can implement to make the most of the available opportunities.
By taking advantage of higher contribution limits and making smart investment choices, you can set yourself up for long-term financial success.

 
Successful Investing Strategies for 2025
As we journey through the new year and set our sights this 2025, it’s essential to reassess all aspects of life, including our investments. The past year brought various uncertainties, from interest rates to elections, and 2025 will likely present similar challenges. However, by focusing on what you can control, you can build an investment plan aligned with your goals and risk tolerance.
 

 
Track These Key Performance Indicators for a More Profitable 2025
As we step into 2025, monitoring the right key performance indicators (KPIs) is crucial for maintaining and growing a profitable practice. These six essential KPIs will help you identify strengths, address weaknesses, and maximize profitability in the coming year.