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Downtown Rutland Businesses Begin to Emerge from Pandemic

In downtown Rutland, which has long been working to fill…

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Which QuickBooks Online is Right for Your Business?

With all of the QuickBooks Online subscription levels it can…

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Pandemic Restrictions Ease and Vermont Businesses Adjust

The Center for Disease Control and Prevention announced last week…

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Tax News & Resources | Uncategorized

Virtual Townhall: Changing the Game with Impact Investing: Align Your Money with your Values

Virtual Townhall: Changing the Game with Impact Investing: Align Your…

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Tax Tables Brochure

2022 Tax Tables Brochure 2021 Tax Tables Brochure

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The IRS Announced Today The 2022 Limits for HSAs and High-Deductible Health Plans

The annual limit on HSA contributions will be $3,650 for…

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Is it Time to Consider Outsourcing Your Veterinary Practice’s Accounting?

As the owner of a veterinary practice you have always…

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Tax News & Resources

Why Your Dental Practice Should Outsource Accounting Functions

When it comes to performing a root canal or creating…

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Press | Tax News & Resources

More Tax Season Fun: Guess the Pet!

During our firm-wide tax FUN! initiative our staff submitted pictures…

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Tax Season Charity Showdown 2021

Davis & Hodgdon and Copper Leaf Financial has found some…

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Dental Industry Moves Towards Normal Operations

Over the past year many dental practices were mandated to…

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Tax News & Resources

Transferring Your Family Business Part II: More Tax Savvy Strategies

In part I of “Transferring Your Family Business” we discussed…

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Tax News & Resources

Transferring Your Family Business  Part 1: Common Strategies for Minimizing Taxes

There comes a time, when as a business owner, you…

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Tax News & Resources

The Third Economic Impact Payments

In the American Rescue Plan Act of 2021, the third…

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Tax News & Resources

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall Thursday,…

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Tax News & Resources

The Employee Retention Credit: Essential Tax Considerations for Business Owners

Many business owners that initially did not think they were…

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Tax News & Resources

Dental Practices Adapt Post-Covid-19

The pandemic has had a tremendous impact on businesses across…

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Tax News & Resources

The Challenges and Evolution of Veterinary Practices Post-COVID-19

Veterinary practices across the country continue to face challenges brought…

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Client Resources | Tax News & Resources

Which QuickBooks Platform Is Right for You?

Which QuickBooks platform is the best for your business? The…

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SBA Shuttered Venue Grant Program

The US Small Business Administration will start accepting applications for…

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Tax News & Resources

Two-Year Tax Deduction on Dining Expenses Benefits Restaurants and Businesses

Congress recently passed the Consolidated Appropriations Act, which includes making…

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Tax News & Resources

Opportunity Is Calling in Vermont!

The pandemic has had a profound effect on businesses and…

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Tax News & Resources

American Rescue Plan Act – What You Need to Know

The House of Representatives passed the Senate-amended version of the…

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Tax News & Resources

Long-Term Care Considerations Resulting from the Pandemic

Long-term care (LTC) is something you may need someday for…

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A 2026 Mid-Year Checklist that EVERY Business Should Review

READ MORE A 2026 Mid-Year Checklist that EVERY Business Should Review

White Papers and Other References

READ MORE White Papers and Other References

2025 Year-End Tax Planning Tips for Individuals

READ MORE 2025 Year-End Tax Planning Tips for Individuals

2025 Year-End Tax Planning Tips for Businesses

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Tax Tips for Homeowners

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Top 3 Tax Planning Strategies for High-Income Earners in 2026

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T: 802-878-1963, F: 802-876-1864

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