On May 12, Erock Tax hosted a panel discussion with some of Newburyport’s savviest small business owners to learn what they are doing in the current COVID-19 economy. View the lineup of small business owners telling about their experiences. Our 2nd … Continue reading
Category Archives: Newburyport Entrepreneur – CPA on the Street
15 February 2019
Steps in Developing a Financial Plan
In order to create a financial plan having a substantial chance of success, the financial advisor must perform the following steps: Obtain all relevant client information necessary to become sufficiently knowledgeable about the client and his or her goals. Evaluate … Continue reading
1 May 2018
What does Tax reform mean to YOU?
Let Stu at Erock Tax show you what tax reform means to your bottom line. Now that the mad tax rush is over, we can focus on the key changes from tax reform that will have an impact directly on … Continue reading
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