Tax

Why CPAs Don’t Tax Plan

Why CPAs Don’t Tax Plan

During Covid we took the opportunity to do some research. We found that most business owners think that their accountant, CPA, or tax preparer is saving them on taxes. The fact is they aren’t. They are just doing tax preparation. They might check a few simple boxes...

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What Types of Records Do I Need to Keep?

What Types of Records Do I Need to Keep?

Keep records of all your current year income and deductible expenses. These are the records that an auditor will ask for if the IRS selects you for an audit. Here's a list of the kinds of tax records and receipts to keep that relate to your current year income and...

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