December 2024

Help, I’m Being Audited! 3 Reasons You’ll Want a Tax Planner in Your Corner When Facing an Audit

B2C, Blog, Individual Strategies /

Tax audits are, unfortunately, a possibility that every taxpayer should be prepared for. Even if you’ve crossed your t’s and dotted your i’s, the IRS does sometimes choose tax returns at random for an audit. How can you ensure you are ready if this happens to you? The more documentation you have to support the […]

Help, I’m Being Audited! 3 Reasons You’ll Want a Tax Planner in Your Corner When Facing an Audit Read More »

Accuracy, Accuracy, Accuracy: 3 Best Practices for Supporting Your Client in a Tax Audit

B2B, Blog, Business Strategies /

Despite your best efforts as a tax planner, your client may still end up facing an audit. Since some audits are randomly chosen, this is an unavoidable reality for those of us in the tax field. The question is: what is our role when it comes to supporting our clients through an audit? Where do

Accuracy, Accuracy, Accuracy: 3 Best Practices for Supporting Your Client in a Tax Audit Read More »