An Overview of Tax Loss Harvesting

We want to touch on a particularly helpful investment strategy in today’s volatile market: Tax-Loss Harvesting.

Avoid Small Business Audits

As you look ahead to the next tax season, the last thing you want to deal with is an audit from the IRS.

Bookkeeping Terms for Business Owners

As a bookkeeping service provider, we’re here to handle the heavy lifting to ensure you have accurate financial records.

Common Accounting Questions Businesses

Setting up a business? Looking to enhance what you’ve already established?

Common Accounting Questions Individuals

Getting ready for tax season and filing your taxes? Or, simply curious about some aspects of the tax code?

Filing Taxes Post Divorce

How does a divorce impact your tax situation? As you navigate through everything, here are some tax considerations you should keep in mind regarding your divorce.

How Long Should You Keep Tax Returns Records

The answer depends on the type of document and the kinds of transactions you engage in.

IRS Identity Protection PINs

An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security number or Individual Taxpayer Identification Number.

Social Security Benefits Your Taxes

If you’re like many of our clients who are planning for their retirement or currently retired, you’re probably counting on your Social Security benefits to make up a meaningful part of your income.

Tax Free Retirement Income Strategies

Many of our clients have been looking ahead to retirement ask if there are ways to generate tax-free retirement income.

The Special 12 Month Rule

An expense paid in advance is deductible only in the year to which it applies unless the expense qualifies for the “12-month rule.

Who To Call – IRS vs. Accountants

We always aim to be your first line of defense when it comes to dealing with tax issues, but occasionally, we get calls from clients asking if they need to contact the IRS directly.