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  • What We Do
  • Who We Are
  • Resources
    • Resources Library
    • In The Loop Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Blog
    • COVID-19 Response
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From the firm: Tax season is here…a reminder to plan ahead

As our firm works on tax returns, we encourage you to plan ahead for ways to make the post-tax season period even better for you and your family.

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Mastering your metrics: Why KPIs matter

Key performance indicators lead to a better overall understanding of business operations. Learn why KPIs matter to your success.

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People first: Tips for retaining top talent

To help retain your top performers, consider incorporating these philosophies and employee-retention tactics.

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Smart moves to make the most of your tax refund

Use these suggestions to make the most of any tax refund you have coming your way.

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Post-tax season strategies for businesses

Now is the time to take a look at some of the ways you can make next tax season even better for your business.

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Life and living: Global gourmet goodies

You may not be able to travel now, but you can get a taste for places you might like to visit in the future.

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Mind flex: Easy ways to go green at work

Whether you work in the office or at home, use these simple tips to go green—and save money in the process.

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How to tune up a home office when you don’t have one

It’s a good idea to review your home office setup occasionally to be sure it works for you—especially if you don't have an actual home office.

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KPIs: What they are and why they’re important

Stay on top of your business’s long-term performance by monitoring key metrics...

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3 tips to develop a sound KPI strategy

Use the tips to help you navigate the world of KPIs and build a “starter plan” of sorts.

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6 tips to fight the mid-winter blues

Feeling sluggish and out of spirits? You might be experiencing the mid-winter blues. Here are six tips for raising your spirits—and perhaps even embra...

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Put LinkedIn to work for your business

Here are five reasons why you should look at LinkedIn.

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4 habits to keep your brain healthy

You exercise your body to stay healthy, but how often do you exercise your brain? Here are four ways to make sure your body’s busiest organ keeps runn...

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From the firm: A fresh start for the future

It’s 2021 and we’re turning the page to create the best financial future for you, your business and your family.

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New tax tips for the new year

Here’s a round-up of what the changes on this year’s individual tax return form could mean to you.

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Contact Us

Greenville Office

33 Market Point Drive
Greenville, SC 29607

p:  (864) 233-4055

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