 | 2021 Five-star AwardThe Five Star award is presented to wealth managers, real estate agents, mortgage professionals in more than 45 markets in the U.S. and Canada. The Five Star award recognizes service professionals who provide quality services to their clients. |
 | The AICPAThe American Institute of CPAs, the world’s largest member association representing the accounting profession from many areas of practice, including business and industry, public practice, government, education and consulting. |
 | The Alpharetta Chamber of CommerceThe Alpharetta Chamber of Commerce was established in November 2013 by a group of business leaders who wanted to build a business identity for the city of Alpharetta. |
 | Best of North AtlantaTop businesses in North Atlanta participate for the honor of being named one of the best business in north Atlanta. Over 23,000 Appen Media readers cast their votes for this coveted honor! |
 | The Georgia Society of CPAsThe Georgia Society of CPAs is the premier professional organization for CPAs in the state of Georgia and the only organization working exclusively for Georgia CPA clients and professionals. |
 | Greater North Fulton Chamber of CommerceThe mission of the Greater North Fulton Chamber of Commerce is to be the catalyst for economic development, business growth, and quality of life in North Fulton. |
Latest News
How to align your finances with your values: a mid-year check-in
As we reach the halfway point of the year, many business owners have their heads down busy navigating cash flow, meeting payroll, or preparing for Q3 growth. But June and July offer more than just a checkpoint for operations. They’re ...
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Tax Planning: Align your Finances with Purpose
Why do the wealthy rarely dread tax season? Because they don’t wait until April. They plan for taxes ahead — with purpose. Whether you’re a small business owner, nonprofit founder, or spiritual entrepreneur, tax season doesn’t have to feel like ...
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Five Tax Loopholes Before It’s Too Late. Number 1 is S Corp Election.
We are beginning a blog series on five tax loopholes to consider using before it’s too late. These strategies are worthwhile to keep in mind throughout the year and specifically at year-end. The first tax loophole and tax planning tool ...
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