COVID-19: The IRS Goes Easy on Taxpayers Who Owe Back Taxes
The Taxpayer Relief Initiative still provides valuable help to Americans who owe the IRS back taxes.
Read moreAshlar is finely dressed stone, either an individual stone that was worked until squared or the structure built from it. Masonry made of large square-cut stones, typically used as a facing on walls of brick or stone.
Running a business can be a challenge.
We help you navigate the complexities of business and personal finances.
WHY ASHLAR
Fee-only advice. No commissions, no products and no bias.
Comprehensive planning. Make sure your goals align with your business, investments, insurance, taxes, estate and retirement plans.
Tax optimization. Never pay more tax than necessary.
Evidence-based investing. We build portfolios driven by decades of financial science and academic research.
Unlimited access. Reach your dedicated adviser however is best for you. Get on-call advice and support.
MEET SONNY BLANCHARD
CEPA, CPA/PFS, CFP®
Founder of Ashlar Financial
No matter what your passion is, you find joy in serving others. That is why I love what I do.
BEGIN YOUR BUILD
Before we can help you meet your financial goals, we need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then request a consultation so that together, we can build a plan.
BLOGS
Dec 16 2020
Dec 14 2020
Good News If Your PPP Loan Is for $50,000 or Less
If your PPP loan (a) considered your employees and (b) is for $50,000 or less, your loan forgiveness amount may have increased to 100 percent even though you reduced pay or headcount.
Read moreDec 11 2020
Tax Considerations When a Loved One Passes Away (Part 1)
When a loved one passes away, someone must handle the resulting financial fallout, including the tax issues.
Read moreDec 9 2020
Refresher on Tax-Smart College Savings Strategies for Parents
We explain the most helpful federal income tax breaks that are potentially available to college savers.
Read more
LET'S HAVE A CONVERSATION
Call us or fill out our form and we will schedule a time to talk about your financial needs.
