If you’re a business owner, you have probably seen the acronym “BOI” floating around recently.  You’ve probably also seen click bait videos or reels trying to scare you about being fined $500 a day if you don’t report.  I’m here to help you filter through the scare tactics, scams, and those trying to make money […]

January 8, 2024

Oh BOI – What Business Owners Need to Know

Everyone says it: “Prepare for the unexpected.”  We all know that anything can happen at any moment that can change our lives forever.  We all know we should take steps to prepare for these types of things, but life gets busy – like really busy.  And we put things on the back burner for “another […]

November 16, 2023

Prepare for the Unexpected

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.