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True confession:  every time a client calls or emails me with those faithful words “I’m being audited!” I cringe a little.  Not because I’m afraid of the IRS, or even because I worry about the return they filed, but simply …

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It is ABSOLUTELY no fun to see that envelope from the IRS in your mail, and when you open it to find they have decided to audit your return, it’s even less fun! So what causes some taxpayers to be …

Why they want to Audit you Read More »

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Good Morning, From a professional point of view, how often should you speak with your tax specialist or CPA?  Surprisingly enough, the answer is usually not often enough.  While there is usually no set time frame between visits or discussions …

Let’s Get You Scheduled! Read More »

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Hey! Now that Tax Season is over, I wanted to report on some of the neatest things I saw as we prepared returns for clients this year.  Honestly, the ways sharp folks found to make money in the unprecedented world …

There’s Money Everywhere! Read More »

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Good Morning  I have to be honest – no matter how long I’ve been involved in the world of accounting, I never thought I’d see as many bad habits among such smart people.   No, I’m not talking about personal habits, …

Push! Read More »

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Good Morning  This tax season, I’ve been shocked at the number of clients who have resorted to suing the equity in their homes to stay afloat.   I get it – COVID has impacted all of us in many ways, but …

Your Home is not a Bank! Read More »

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President Biden just signed the American Rescue Plan, and there are some time-sensitive things you should understand, as my client. If you know anyone who needs assistance, we are tracking all of this for our clients and are taking on …

How the Stimulus will Play Out Read More »

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Good Morning  Let me ask you a question: No matter how much success you enjoyed last year (with all the challenges), I have to ask you to do one thing for me in 2021: Dare to grow.   It’s my belief …

It’s Never Too Late Read More »

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Good Morning It’s human nature to compare our own situation to those around us, and while we might not think we care, the truth is, we do.  How many times has a coworker or neighbor’s purchase of an item prompted …

Don’t Worry About Those Folks… Read More »

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The last year has changed a LOT of things, and while many people are in new careers or learning how to do old jobs in new ways, let’s take a few minutes to discuss some techniques you might be able …

Know Your Value & Ask for that Raise! Read More »

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