Taxpayer Agreement

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Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
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The IRS is not shy. They want a cut of the action anytime money is involved. Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]
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When is $500,000 not $500,000? Conventional wisdom on preparing for retirement has often included refrains such as “become debt-free” and “defer, defer, defer”. There are situations where both of […]
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