Evaluating a Tax Preparer: Understanding Reasonable Tax Positions
One of the many benefits of working with a tax professional is the guidance they provide in developing tax return
Category: Blog
Categories
Recent blogs
Ethical Considerations for Tax Professionals: Determining Fees
Every tax professional needs to be conscious of how to manage their practice ethically. An important resource in this matter
Evaluating a Tax Preparer: Determining a Fair Fee
As news headlines proclaim stories of tax fraud, taxpayers may wonder how they can trust that their tax preparer is
Tax Planning Versus Preparation – What is the Difference? – Part 2
By Dominique Molina, CPA MST CTS Tax planning is making shifts in a taxpayer’s financial and business situation, to minimize
Tax Planning Versus Preparation – What is the Difference? – Part 1
By Dominique Molina, CPA MST CTS Visit social media or google these days and you’ll most likely see advertisements for
Taking Care of Your Business: Estate Planning for Business Owners
Success in your business should be a reason to celebrate and take pride in your accomplishments. Yet as a savvy
How Savvy Firms Free Up Capacity, Without Adding Staff
Talent has always been something that firm leaders have had to manage carefully, but this year seems especially difficult and
Tax Planning for Retirement Plans: The Underestimated Value of Social Security
A common retirement planning myth is that Social Security benefits won’t be around for much longer. Generation X, Millennials, and
Tax Planning for Retirement Plans: Roth IRAs and the Five-Year Rule
Roth IRAs have become a popular option for flexible retirement planning. A benefit to this type of retirement account is
Tax Planning for Retirement Plans: Understanding the Main Types of Retirement Accounts
Understanding the benefits and drawbacks of different retirement plans is crucial to long-term tax planning. Most retirement plan investment earnings
Categories
Add Tax Planning to your practice!
Find out how to bring this high value service to your clients, and finally get paid what you're worth.
Watch our free webinar
6 specific strategies that improve your bottom line
over 100%