top of page
Schedule a consultation today! GET STARTED | CLIENT PORTAL


The Basics of the R&D Tax Credit
Research and development (R&D) is at the core of innovation, driving progress across industries. But did you know businesses investing in...

Alexis Sidney, EA, MBA, MAFM
Sep 16, 20244 min read
14 views
0 comments


Master Strategies to Avoid Surprise Tax Bills and Stay Ahead
Receiving a surprise tax bill can be a stressful and unwelcome experience, but with proactive planning and informed strategies, you can...

Alexis Sidney, EA, MBA, MAFM
Sep 5, 20244 min read
14 views
0 comments


Think Life Insurance is Expensive? Facts You Need to Know
Life insurance is an essential part of financial planning that provides peace of mind and economic security for your loved ones. However,...

Alexis Sidney, EA, MBA, MAFM
Aug 30, 20243 min read
15 views
0 comments


Maximizing Real Estate Tax Breaks: Advanced Strategies for High-Net-Worth Investors
Maximize real estate tax saving with strategies like cost segregation & 1031 exchanges. Let The Twelve Firm help you optimize your investmet

Alexis Sidney, EA, MBA, MAFM
Aug 25, 20243 min read
17 views
0 comments


The Hidden Rules of Form 1099 Requirements: Are Corporations Included?
Understanding Form 1099 Requirements: When to Send Forms to Corporations and Service Providers You might be scratching your head at this...

Alexis Sidney, EA, MBA, MAFM
Aug 8, 20242 min read
371 views
0 comments


You can deduct your mortgage interest payments even when the deed to the house and the mortgage are
Here’s what happened to Sue Davis. Sue could not personally qualify for a home loan. Her parents stepped in to help. They bought the...

Alexis Sidney, EA, MBA, MAFM
Apr 24, 20222 min read
20 views
0 comments
bottom of page