Preparing and filing extensions for businesses and personal tax returns

Need More Time to File Your Taxes Here Is Exactly How to file an Extension for businesses and personal tax returns

Understanding K1 Timing and Filing Extensions

A Resource for your Investors regarding Tax Extensions

Why we extend returns !

Our rationale for filing extensions for our clients

How to Look More Credible on Camera and Avoid Tax Season Chaos

Learn how to boost your virtual presence with expert tips from Mario Wilson and get the scoop on how we're tackling tax season in a smarter, calmer way this year.

The Death Binder: A Gift of Clarity in a Time of Crisis

A step-by-step guide to organizing your essential documents so your loved ones aren't left guessing during the hardest moments.

Join Us Live Today to Learn About Discounted Rollovers and Grab Your Year-End Tax Guide

Inside: Today’s webinar on discounted rollovers, your year-end tax strategy guide, open tax roles , and a reminder to schedule your 2026 planning meeting.

Bonus Depreciation, Roth Discounts & Open Seats in Our Tax Team

Learn how to capture 2025 depreciation with Investment Opportunities, optimize your rollover conversions, and maybe find your next job.

Investment Webinar details, Safer Data, and Your Cyber Monday Upgrade

Inside: A new real estate investment opportunity, a cybersecurity close call, and how to join the Collective for less

We Almost Didn’t Send a Thanksgiving Email. Here’s Why We Did.

We’re Thankful for You. No, Really. This isn’t another generic email from your advisors (Plus a Black Friday Bonus)

Join Us for a Drink, a Job, or a Lower Tax Bill (Your Choice)

Fresh off the Alps and back in the office, we’re paying for your drinks at Happy Hour, we're hiring, and we wanna help you to not get blindsided by taxes again.

AI Scams Are Evolving — But So Are Your Tax Strategies

We’re Hiring, We’re Celebrating, and We’re Winning Against the IRS

We’re at Old Capital, helping clients wipe out IRS penalties, hiring for our tax team, and throwing a happy hour to celebrate.