HOW TO MANAGE AN IRS AUDIT

Posted by Kristi Cherry, CPA®
On July 2, 2019

No one wants to receive that dreaded letter from the IRS saying you will be audited. Going through the audit process can be intimidating, confusing, and time-consuming. Although the likelihood of an audit is small, it’s quite possible that you or someone close to you will go through the process at some point in your […]

YOUR CPA, YOUR ADVISOR, AND YOUR FINANCIAL PLAN: WHEN TWO HEADS ARE BETTER THAN ONE

Posted by RAA
On December 11, 2018

When it comes to your long-term financial plan, it’s essential for the advice you receive to account for your overall needs and financial picture. This is especially beneficial when understanding and planning for the impact tax-related factors might have on your financial success. Because taxes can play a key role in your financial outlook, we […]

TIPS FOR REDUCING YOUR TAX BILL

Posted by Brad Bridgewater
On February 3, 2017

With spring comes the anticipation of warmer weather and flowers in bloom. Unfortunately, spring also finds a lot of us scrambling to answer two important questions: How do I reduce my current tax bill, and what can I do to reduce next year’s tax bill? Here are some tips to help you reduce your liability […]