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A variety of small business tax returns are prepared each year.

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NEWSLETTERS

Client Update Newsletter: October 2023

Powerful. Always right. Intimidating.These are some of the descriptions used to describe our nation's tax collection agency, the IRS. But believe it or not, the IRS is wrong more often than you think.In this month's newsletter, read about several recent tax court cases, including one where the IRS was stopped by a judge from issuing an additional $420,000 in taxes and $84,000 in penalties.Also find out why a letter you may receive from the IRS doesn't always have accurate information, along with some tips on how to respond.In addition, there are 5 great money ideas and ways you can protect your personal information from being collected and used by companies.As always, please pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns. Read more

Client Update Newsletter: September 2023

With interest rates continuing to increase, what could be better than making a purchase with 0% interest? In reality, financing a purchase with a 0% interest rate may be more trouble than it’s worth, as we explain in this month’s newsletter.Also discover the hidden tax benefits of owning a home, how students and teachers can sharpen their AI toolkit for the upcoming school year, and where you can find a savings account with a great interest rate.As always, please pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns. Read more

Client Update Newsletter: August 2023

Preventing unwanted tax surprises starts with proper planning. And there’s no better time than now to begin looking at how you can cut next year’s tax bill. In this month’s newsletter, we’ve included several situations when it makes sense to schedule a tax review so you can try and avoid a future tax surprise.Also read about several ideas for mastering your credit card, tips to lower the cost of your auto insurance, and how you can become a better problem solver.As always, please feel free to pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns. Read more