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TAX & FINANCIAL INSIGHTS BLOG

March 7, 2018

When Is It Best to Work with a Tax Professional?

Are you staring into a cardboard box full of pay stubs, potential deductions, receipts, and itemized lists wondering what’s next? Tax season is in full swing and one of the biggest decisions taxpayers face is how to file their returns.
January 26, 2018
Tax Reform in 2018

2018 Tax Reform: What’s Happening & What’s Next?

The 2018 Federal Tax Reform is starting to impact corporations, individuals and small businesses. Learn more about what is happening and what's to come here.
June 20, 2017
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Do I Need a Financial Advisor?

Have you questioned whether you can take on managing your finances yourself? Do you only have a 401K and allow the company assigned by your employer to manage the account? If you have an advisor already, is he or she the right partner for you? If you’re unsure if you need additional financial assistance, keep reading!
June 2, 2017
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9 Tips to Improve your Current 401k Investments

1. Make sure to contribute, at minimum, up to the level of your company’s match. When a company offers a match, it offers potential for “free money” which is not available through any other avenue. If you are a married couple, look at both individuals’ retirement plans to make sure the match is being utilized. …
December 14, 2018
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WGVU: 2018 Tax Preparation | Kroon & Mitchell

Shelley Irwin interviewed Phil Mitchell to talk 2018 tax preparation tips.
January 26, 2019

Thank you to Michigan Realtors “The Convention”

Thanks to Michigan Realtors for inviting us to present on the 2018 tax code at their annual "The Convention".
March 19, 2019
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GRBJ: Phil Mitchell Comments on Proposed Small Business Tax

Phil Mitchell comments on the proposed increase to small business tax in Michigan.
March 19, 2019
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GRBJ Guest Column: Be Aware of Tax Code Impact

Phil Mitchell was asked to write a guest column about what Michiganders can expect this tax season.
July 26, 2019
Grand Rapids Business Journal logo

GRBJ Article: Bill Aims to Improve US Retirement Prospects

Phil Mitchell was asked to comment about how the pending bill may impact retirees.
October 1, 2019

Wednesday Wisdom with the Small Business Association of West Michigan

Phil Mitchell was asked to share financial tips for small business owners.