How Health Care Savings Can Lead to Tax Savings: When to Recommend an HRA
Saving for retirement is one arena where tax planners can provide value to their clients. Even your financially savvy clients
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Recent blogs
Understanding the World of Health Care Reimbursements: The Tax Benefits of HRAs
Rising health care costs are becoming a financial obstacle for many retirees. The Fidelity Retiree Health Care Cost Estimate found
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
IRS Audits 101: Could it Happen to You and How to Prepare
An IRS audit can happen to anyone—but this is not an invitation to panic. With enough advance preparation, you can
The Best Audit Defense? Good Documentation
Just the mention of the word “audit” can strike fear into a taxpayer’s heart—but with enough preparation, an audit does
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
Help, I’m Being Audited! 3 Reasons You’ll Want a Tax Planner in Your Corner When Facing an Audit
Tax audits are, unfortunately, a possibility that every taxpayer should be prepared for. Even if you’ve crossed your t’s and
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
Can You Be Confident in Your Tax Planner? 3 Reasons a Tax Plan Warranty Can Make All the Difference
Investing in a tax plan can feel like a risk for taxpayers who are used to filing their own tax
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
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