Client Portal Login 
Pay Bill If You Gave to Charity in 2023, Check to See That You Have Substantiation
Did you donate to charity last year? Acknowledgment letters from the charities you gave to may have already shown up in your...
Call Us Today!
(707) 546-0272
charity
Join Us in Supporting a Great Cause: The Boys & Girls Club of Sonoma-Marin
Join us on October 15th from 12-4pm on the picturesque Healdsburg Plaza for a rare opportunity to celebrate crush with 60 of...
The Tax Rules for Donating Artwork to Charity
If you’re an art collector, you may wonder about the tax breaks available for donating a work of art to charity. Several...
Year-End Giving To Charity Or Loved Ones
The holiday season is here and many people plan to donate to their favorite charities or give money or assets to their...
Valuable Gifts to Charity May Require an Appraisal
If you donate valuable items to charity, you may be required to get an appraisal. The IRS requires donors and charitable organizations...
Did You Give to Charity in 2021? Make Sure You Have Substantiation
If you donated to charity last year, letters from the charities may have appeared in your mailbox recently acknowledging the donations. But...
