10 min read
What's New With Your Form 1040 This Year
The IRS typically updates Form 1040 every year—sometimes a little, sometimes a lot. Given the many tax law changes...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
10 min read
Mar 5, 2026
The IRS typically updates Form 1040 every year—sometimes a little, sometimes a lot. Given the many tax law changes...
4 min read
Mar 3, 2026
If you're a parent of minor children or of one or more college students, you're likely thinking about them as you...