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  • How to prepare for your meeting with your CPA?

    Hello fellow tax filers; Tax season is officially underway. Just a couple tips on preparing for your meeting: Pull your prior tax return and compare your gathered documents to make sure you have received everything. There are several occasions were a client has forgotten a particular document. Take out a legal paid and write down […]

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  • Tips on Selecting a Tax Preparer

    I spent sometime today visiting the IRS website. On the opening page was tips on selecting a tax preparer. Below are some tips taxpayers can keep in mind when selecting a tax professional: Select an ethical preparer. Ask about service fees. Be sure to use a preparer with a preparer tax identification number (PTIN). Research […]

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  • Changing CPAs!

    So you have decided to switch CPAs for this upcoming tax season. Well here are a couple of do’s and don’ts: Don’t wait until tax season to make the switch. The 4th quarter is a great time to interview CPAs before it is CRUNCH TIME! Ask friends and  family members for a referral. Interview at […]

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  • 2014 Personal Tax Returns on Extension are Due by October 15th

    If your  2014 personal tax return is filed after October 15th and you have a tax liability you will be assessed a late filing penalty. In most cases individuals filed  an extension because they have a tax liability or they are waiting on a K-1 from a Sub S Corporation or  partnership. Now is a […]

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  • Corporation and Partnership Returns Due Date on Extension

    If you established a LLC that is taxed as a corporation or partnership and filed an extension for 2014 the due date for  those returns is September 15th. Several business owners especially those in their  first year of filing are unaware of the due date. Most business owners have a difficult time properly compiling their records because […]

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  • Delinquent tax filing! Oh no!

    Don’t worry. Let’s sit down and talk about it. I have several clients that come to me at various times of the year who have fallen behind on their tax filing. They are anxious, worried, and frustrated. The reason for late filing varies with each individual. The reason could be a divorce, health, financial, or […]

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  • Trust: Build It and Earn It!

    Over the 24yrs that I have been in business I have learned that my clients are expecting to trust my judgment in advising them when it comes to handling their tax returns. I have learned a lot by listening  to my clients, studying the tax code by taking continuing education seminars required to maintain my […]

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  • Your 2015 Cash Flow is Key for Business Success

    2015 Cash Flow is the Key for Business Success During the year I often  meet with business clients concerning their cash flow concerns. Most clients with slow accounts receivables, overdue  accounts payables and low bank balances  struggle financially and have larger than normal interest expense. What is the answer? I suggest the following:   The […]

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  • Communicating With Your CPA for a Successful Tax Season

    Communication  with your CPA is the key to a successful tax filing season. Take the time to do the following: 1. Send your CPA an email  and let him or her know you will be filing with them  this upcoming tax season. 2. Ask your CPA:  are there any tax saving tips that you should be […]

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