by SEO | Apr 15, 2019 | blog
Tax Records Retention: What You Need to Know While this is a straightforward question, there is a standard answer for most people, but others may have reasons to hold onto their records for longer. The easy answer for IRS purposes is 3 years. All you need to do is...
by SEO | Apr 8, 2019 | blog
Discovering Truths: A Unique Medical Deduction Today, I want to show an example of an unusual even that had a very large tax impact. While this specific example is very rare, the principles behind the story apply to most of our clients. Every few decades there is...
by SEO | Mar 4, 2019 | blog
Five Steps to Streamline Your Tax Prep If you’re anything like me, you love practical solutions to your problems. If you’re preparing for your tax appointment only a few weeks in advance, you definitely have a problem! Here are my 5 quick tips for helping you...
by SEO | Feb 18, 2019 | blog
The Evolution of the Executive Assistant Role An EA or an enrolled agent is a federally licensed tax practitioner who has the right to represent taxpayers before the IRS. EAs prepare taxes, help with audits and tax appeals, advise, represent and prepare tax returns...
by SEO | Feb 4, 2019 | blog
Ways to Optimize Your Paycheck Withholding Strategy This topic is one of those should be really simple things, that is so far from simple it is absurd. The simplest way to answer it, would be the very basic – it needs to be enough to satisfy the tax impact your...
