6 Tips for Dealing with An IRS Notice
Provided by: Kyle Meissner, CPA, Manager The Internal Revenue Service (IRS) often sends letters or notices to taxpayers to inquire about their tax returns, inform them of any account modifications or request payments. Receiving correspondence from the agency should not…
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5 Ways to Freshen Up Your Finances This Spring
Provided By: Adelae Winters, Financial Advisor Warm weather motivates many of us to tackle long-overdue projects. Yard work or a new fitness routine might top your list, but as we head into spring, there’s one more thing that requires annual…
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Brian Brett Recipient of Community Connection Award
Our firm wants to extend a big congratulations to Senior Accountant Brian Brett for being an award recipient at Wenatchee World’s Progress Edition Community Impact Awards. The Community Impact Awards honor those who improve our communities through their work, leadership, courage and…
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Everything You Need to Know About Filing Your Business Tax Return
By: Nathan Cacka, CPA, Financial Advisor & Manager For many business owners, tax season can be daunting – especially when you’re completing your federal tax return for your business for the first time. From compiling financial documents to filling out…
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Invest in Your Employees’ Future Through Qualified Retirement Plans
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC Business owners play a critical role in shaping the financial future of their employees. In 2023, employees are significantly more likely to save for their future when they have access to…
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Breaking Down SECURE Act 2.0
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a…
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