Why you should meet with your Tax Advisor in June
Your taxes are in your control to a much greater degree than you think. But you need education and information in JUNE - not the end of the
May Flowers Bring....IRS Audit Letters
If you just got your first IRS letter, you might be seeing something unexpected - but avoidable for next year.
Tax Changes Are Out. It's a Mixed Bag.
Well, at least the basic outline of what Trump would like to change in the Tax Code is out, and for most, it’s very good news. But we say th
Seeing Family This Summer? Think About Your Lack of Estate Planning.
Summertime seems to lead us all to gathering families of all kinds together at events. During that time that it wouldn’t hurt for us to refl
Don't Pay Taxes on Phantom Income
It's what our tax planning firm sees over and over again, because nobody has a business that returns a 500% profit. That company simply
Spring Cleaning of Your Financial & Tax Plan
This spring don’t just rake up the leaves you missed last fall and unwrap the outdoor grill, let’s take a 45 minute meeting and clean up you
Tax Extension Isn't a 4-Letter Word
A tax extension is a request for more time to send returns to the federal or state taxing authorities. And it isn't a 4-letter word...
Error On Your Tax Return?
Many of you got that return and realized there was an error right away. Often you catch that mistake at delivery because you know the key th
Panicked About Filing Deadlines? Relax!
If you have angst about not getting tax documents in time, you can take the panic road, or you can take a more relaxed approach. Step back
Don't Drive Past the Best Tax Deduction Option for Cars
It is very common for people who have a schedule C sole proprietor business to claim their mileage on automobiles, but the privilege of usin