So, You’ve Been Audited: Should You Go It Alone or Hire a CPA, EA or Tax Professional?

🖨 Print⏱ 3 min readShare by I sincerely hope you have never had to go through an IRS audit – and never have to in the future. But what if that dark day does arrive? Should you go it alone … Continue reading →

🖨 Print⏱ 4 min readShare by Marriage is a major life event. One that comes with all kinds of change, including financial. After getting married, there is so much to consider, from merging bank and brokerage accounts to setting up … Continue reading →

🖨 Print⏱ 3 min readShare by Anyone who lives in a highly seasonal tourist destination knows you can make money on short-term rentals during events and festivities in your city or town. Think high concentration, short-term, tourist-driven events such as … Continue reading →

🖨 Print⏱ 5 min readShare by Most people know the basic concept that certain types of investment accounts are tax sheltered while others are not. Think 401(k), 403(b), IRA and Roth IRA accounts, for example. What most people are not … Continue reading →

🖨 Print⏱ 4 min readShare by The U.S. Treasury recently enacted a new reporting requirement aimed at quashing illicit financial transactions. The agency believes that corporate anonymity is enabling money laundering, terrorism, and drug trafficking. As part of the 2021 … Continue reading →

🖨 Print⏱ 4 min readShare by Why on earth, you may ask yourself, would I care about being a good client to my tax prep professional? I mean, you are a paying client, and aside from treating them with the … Continue reading →