Preparing Your Client for a Tax Audit: Walking the Taxpayer Through IRS Audits 101
One of the many roles we play as tax planners is as the taxpayer’s audit support system. Just the word
Category: Business Strategies
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Recent blogs
Preparing Your Client for a Tax Audit: A Tax Planner’s Secret Weapon is Good Documentation
When that IRS audit notice shows up in the mail, many taxpayers’ first reaction is to panic. For well-trained tax
Accuracy, Accuracy, Accuracy: 3 Best Practices for Supporting Your Client in a Tax Audit
Despite your best efforts as a tax planner, your client may still end up facing an audit. Since some audits
Warranties as a Win-Win Solution: 3 Ways that Warranties Help Tax Planners and Their Clients
A proactive tax plan can be a major money-saver for taxpayers. But for new or prospective clients, your first tax
The Road to Commercial Property Tax Savings: Understanding the Methods for Property Valuation
As property tax bills continue to rise, property owners are turning to us as tax professionals asking what they can
The Road to Commercial Property Tax Savings: Preparing to Appeal an Assessment
Want information on residential property assessment appeals instead? Read here. Working with property owners can be a lucrative investment—both for
Put It All in Writing: Don’t Skip This Tax Planning Best Practice
As a tax planner, you have frequent conversations with clients about possible tax strategies and strive to provide reliable advice
Securing the Section 179D Tax Deduction for Clients with Energy-Efficient Commercial Buildings
By Marlon Stepp, Director, Energy Incentives, LEED GA, CEM of Tri Merit Despite all the gloom and doom predictions for commercial
Tax Implementation Guides: Income Shifting as a Tax Strategy
Any sophisticated tax strategy needs at least one thing to be successful: an implementation plan. While you may have a
Tax Implementation Guides: Forming a New Entity
Formulating a tax strategy is just the first step in moving your clients toward tax savings. The best-laid plan will
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