

8 End of Year Tax Planning Tips
With 3 weeks left in the year, check out the below year-end tax tips that you can take advantage of until December 31st to help you save...


Personalized Tax Document Checklist
Use this checklist to learn what you specifically need to have on hand when you file your taxes. Select the options that apply to you and...


Maximizing Returns: Uncovering the Best Smart Tax Strategies for Small Business Owners
Small business owners often face the daunting process of tax season, where the joy of running their business can be overshadowed by the...

Child & Dependent Care Tax Credit
The IRS has drastically increased this credit this year due to the pandemic and they are offering up to $4,000 for one child and up to...


Don't Forget these Important Tax Documents
Today is the start of the IRS tax filing season, so make sure you don't forget to gather all of these other important tax docs... Daycare...


Start Small, Dream Big Podcast Interview!
From a young age Melissa Hyles knew that she would one day join her father’s business, Oak Tree Financial Services, in Rancho Cucamonga....