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We Can Help You Address the Issues that Keep You Up at Night

Where will your business be in five years? Would strategic budget cuts in some areas improve your company’s health? Are there ways you can boost revenue? If you’re nearing retirement, is there a buyer or successor in the wings? These are the kinds of questions that keep many business owners up at night. Fortunately, as your CPA, we can probably help you sleep a little easier. Our firm is made up...
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How Do Taxes Affect Your Financial Picture?

Do you know how much you’re paying in taxes? You may have a sense of what you spend on income taxes, but have you also considered the taxes you pay on utilities, gasoline, cigarettes and alcohol, hotel stays and numerous other items? The CPA profession’s Total Tax Insights™ calculator (www.totaltaxinsights.org) can put these numbers in perspective, enabling you to make better informed financial...
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Let Us Help You Leverage What You Can Learn from Your Tax Return

What does your tax return say about your financial situation? The fact is, the paperwork you file each year offers excellent information about how you are managing your money—and about areas where it might be wise to make changes in your financial habits. If you have questions about your financial situation, remember that we can help. Our firm is made up of highly qualified and educated...
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Smart Disaster Planning Steps

Too often natural disasters strike and serve as reminders that it’s important for both individuals and businesses to protect themselves against the potential financial consequences of such events. A few smart steps we recommend include making electronic backups of important records, including your insurance policies, tax returns, bank and credit card account information, and vital records. It is...
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Don’t Let Taxes Disrupt Your Retirement Plans!

Many people carefully plan ahead for retirement, setting up tax-advantaged savings accounts and deciding on the best place to live. They may be surprised, then, to learn about the many tax issues that apply to retirees, all of which should be taken into account in their planning. That can include taxes on distributions from retirement or investment accounts, required minimum distributions from...
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Qualified Charitable Distributions from IRAs

The IRS provides qualifying taxpayers a way to direct money from their IRAs to charitable organizations.  When used correctly, this strategy can: Satisfy RMD (required minimum distribution) requirements Fund local charities – you decide which ones and how much Reduce your AGI (adjusted gross income) – this can potentially reduce your tax liability in a number of ways: reducing...
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Common Business Expenses

Many business owners feel they may be missing some deductions that cost them money each year.  Today very profitable businesses operate with a computer, a home office and very little overhead.  We have attached a listing of Deductions and Common Expenses to use as a year end tool or a starting point.  We can help identify and summarize year end expenses to ensure you are not leaving valuable...
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Arrests Made in IRS Phone Scam

We get multiple calls each week from clients asking why the IRS is calling them on back taxes.  Per the attached article, one scammer was making over $155,000 a day.  Over 15,000 people have lost more than $300 million since...
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IRS Issues Tax Scams Alerts

The IRS has created a page to update consumers about the tactics used by various tax scammers.  These scams prey on taxpayers’ fears of the IRS and that $300 Goodwill donation you did not have a receipt for.  Most importantly, the IRS never initiates contact via mail or email.  An IRS agent would only call after several notices regarding an ongoing issue.  Do not provide any information at...
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SMB Internal Controls

A lot of clients only have one person that handles all of their accounting functions.  Poor internal controls can permit intentional and accidental improprieties to go unnoticed.  There are some basic actions an owner can take to protect themselves: Review monthly bank and credit card statements: Look at the cancelled checks and EFT withdrawals and make sure you can identify them.  Be aware that...
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