Here is our engagement letter for Individual Tax Preparation for 2024. Feel free to print it, and then submit it to us after signing and dating it.  Download the Engagement letter for Individual Tax Preparation for 2024… Read More

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‘Everyone wins except the IRS’ with this legal charitable donation strategy, advisor says https://www.cnbc.com/amp/2024/12/03/giving-tuesday-donate-cash.html  … Read More

Download the entire document: Am I Ready For Thanksgiving?… Read More

Kelly wants you to be aware of a new IRS Compliance Unit https://www.irs.gov/newsroom/irs-announces-launch-of-pass-through-compliance-unit-in-lbi-new-group-brings-together-teams-of-specialists-from-across-the-agency-to-tackle-large-or-complex-exams… Read More

Mark wants you to know how distributions must be taken from your IRA (PDF)… Read More

Should I set up a Traditional 401k for my business? (PDF)  … Read More