Taxes.  The dreaded 5-letter word.  Somehow the American culture (and government?) has created a fear factor when it comes to our annual duty to pay taxes.  Part of the reason may be that the tax code is so darn complicated, but I digress.  The truth is, it doesn’t have to be a scary event.  You […]

April 25, 2023

I filed my taxes, now what?

Maybe it’s because of my profession, but I think about money A LOT.  I’m fascinated by the psychology of it all – how marketing, influence, and our own desires get us to that ultimate decision of “yes, I’m going to spend money on that” or “no, I’m not going to spend money on that”.  Some […]

March 12, 2023

The one money habit that can change everything

Today is Big Game Sunday which got me thinking about taxes.  Yes, that’s how my brain works.  My fellow CPA’s and I are in the thick of tax season, which is the equivalent of our playoffs and Big Game.  Lots of preparation has taken place to make the season the most efficient as possible, which […]

February 13, 2023

How to be a Big Game Tax Champion

I’ve always loved the idea of a new year as a time to start fresh and new.  It’s a great time to start a new habit or ditch an old one.  The new year is full of potential and possibilities!  I’m a firm believer in that it doesn’t matter much what’s happened in the past […]

January 9, 2023

Happy New Year!

photo of Carrie Williams financial coach
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Rumor has it...

I used Running Valley Financial for my personal and small business tax preparation and it was an amazing experience. Not only was it simple to upload my documents but also went over my deductions and caught a few I had been missing the past couple years resulting in a better return for me. She was professional and super knowledgeable. I'd recommend her and will be filing my taxes through Running Valley next year.

- m.C.

I didn't have a good experience with my previous CPA and had to switch. Carrie is a CPA that DOES worry about clients and works with them to make sure their questions get answered. She really took the time with me to go over everything. Her great customer service and professionalism really makes a difference when working with a CPA.

- M.B.

Last year my accountant made taxes complicated, and seemed too busy to truly help me even when I made  appointments. This year I'm so thankful to switch to Running Valley Financial because everything is simple and easy to understand!

- C.C.