Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
Background: IRS Fraud Themes Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today. In fact, every year the […]
Background “Tax Day” is one of those dates that everyone knows, right? April 15th, every year…or is it? The tax deadline for individual filers is typically April 15th of […]
Background Our team is continually reviewing tax returns for our Members. Believe it or not, we really enjoy it. We may be nerdier than most, but a tax return […]
Background Everyone is interested in lowering their taxable income. The desire to personally pay less might be one of the few views consistently shared across all political party lines. […]
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 […]
