Tax Planning & Preparation

Important Information Regarding QuickBooks Desktop

By |2024-06-24T16:01:09-04:00December 19th, 2023|Tax Planning & Preparation, Tax Tips|

Important Information Regarding QuickBooks Desktop We recently received an update from Intuit QuickBooks regarding their Desktop product that may impact [...]

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Don’t Forget About Qualified Charitable Distributions Before End of 2023

By |2024-06-24T16:01:09-04:00December 19th, 2023|Tax Planning & Preparation, Tax Tips|

Don't Forget About Qualified Charitable Distributions Before End of 2023 As the end of 2023 draws near, we want to [...]

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IRS Announces Withdrawal Process for Employee Retention Credit Claims

By |2024-06-24T16:01:10-04:00November 2nd, 2023|Tax Planning & Preparation, Tax Tips|

IRS Announces Withdrawal Process for Employee Retention Credit Claims; Special Initiative Aimed At Helping Businesses Concerned About an Ineligible Claim [...]

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Avoiding Identity Theft Scammers Posing as the IRS

By |2024-06-24T16:01:31-04:00September 21st, 2023|Tax Planning & Preparation, Tax Tips|

Avoiding Identity Theft Scammers Posing as the IRS Imitation may be the sincerest form of flattery, but when scammers pose [...]

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Tips to Help Taxpayers Make Sure Their Donations Go to Legitimate Charities

By |2024-06-24T16:01:31-04:00September 14th, 2023|Tax Planning & Preparation, Tax Tips|

Tips to Help Taxpayers Make Sure Their Donations Go to Legitimate Charities When disaster strikes, Americans can always be counted [...]

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IRS: Those Impacted by Idalia Qualify for Tax Relief; Oct. 16 Deadline, Other Dates Postponed to Feb. 15

By |2024-06-24T16:01:31-04:00September 8th, 2023|Tax Planning & Preparation, Tax Tips|

IRS: Those Impacted by Idalia Qualify for Tax Relief; Oct. 16 Deadline, Other Dates Postponed to Feb. 15 The Internal [...]

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Keeping Vital Records Safe Can Make Disaster Recovery Easier

By |2024-06-24T16:01:32-04:00September 5th, 2023|Tax Planning & Preparation, Tax Tips|

Keeping Vital Records Safe Can Make Disaster Recovery Easier Natural disasters can strike without warning. Sometimes even the most diligent [...]

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