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As we enter the season of gratitude, take a moment to appreciate how far you've come. A thankful heart often sees opport...
11/04/2026

As we enter the season of gratitude, take a moment to appreciate how far you've come. A thankful heart often sees opportunities others miss.

Charitable giving can do more than support causes you care about. Strategies involving appreciated stock, QCDs, bunching...
11/03/2026

Charitable giving can do more than support causes you care about. Strategies involving appreciated stock, QCDs, bunching and donor-advised funds may also provide valuable tax benefits.

Explore tax-smart charitable giving strategies, including appreciated stock, QCDs, bunching, donor-advised funds, and other planning opportunities.

Getting organized before year-end can help reduce stress and uncover valuable tax-saving opportunities.
11/03/2026

Getting organized before year-end can help reduce stress and uncover valuable tax-saving opportunities.

Meta is creating non-voting shares that could help Mark Zuckerberg pay a proposed California billionaire tax while retai...
11/02/2026

Meta is creating non-voting shares that could help Mark Zuckerberg pay a proposed California billionaire tax while retaining control of the company.

November is the perfect time to finish the year with intention. Start the project, make the call, or take that first ste...
11/02/2026

November is the perfect time to finish the year with intention. Start the project, make the call, or take that first step, you'll thank yourself later.

Americans have traded more than $220 million on 2026 midterm election outcomes. Here's how Kalshi, Polymarket, and predi...
10/30/2026

Americans have traded more than $220 million on 2026 midterm election outcomes. Here's how Kalshi, Polymarket, and prediction market profits could affect your taxes.

Profits from Kalshi, Polymarket, and election prediction markets may be taxable. Learn why the IRS treatment of winnings and losses remains uncertain.

Seasonal promotions are a great way to attract customers, create memorable experiences, and encourage repeat visits.
10/30/2026

Seasonal promotions are a great way to attract customers, create memorable experiences, and encourage repeat visits.

Learn how NSOs and ISOs are taxed and what to consider when deciding whether to exercise, sell, or hold employee stock o...
10/29/2026

Learn how NSOs and ISOs are taxed and what to consider when deciding whether to exercise, sell, or hold employee stock options.

The IRS is warning taxpayers about fake “Tribal Tax Credits.” Learn the warning signs and what to do before buying or cl...
10/28/2026

The IRS is warning taxpayers about fake “Tribal Tax Credits.” Learn the warning signs and what to do before buying or claiming an unfamiliar credit.

Address

7510 E Main Street
Mesa, AZ
85207

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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