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June 28, 2023
President Biden signed the Consolidated Appropriations Act into law on December 29, 2022.  This bill was about more than just government spending provisions.  It also contained the Securing a Strong Retirement Act (SECURE 2.0) which was a follow up to the original SECURE Act passed in 2019.

December 14, 2022
Is your current relationship with your CPA working? You might think yes, my CPA is there to clean up my accounting records in January and prepare an income tax return before the IRS gets angry.  During the rest of the year, my CPA firm is largely absent and, frankly, unnecessary.  

November 22, 2022
With a little preparation, taxpayers can approach the upcoming tax filing season with confidence. Here are some steps taxpayers can take to prepare for the 2023 tax filing season.

October 25, 2022
On October 19, the Internal Revenue Service (News Release IR-2022-183) warned employers to be wary of third parties who are advising them to claim the Employee Retention Credit (ERC) for 2020 and/or 2021 when they may not qualify.  Some third parties are advising...

September 1, 2022
Taxpayers were allowed a personal tax credit for certain nonbusiness energy property expenditures. The credit originally expired in 2021...

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09/05/23: IP PIN

08/22/23: Secure Act 2.0

07/18/23: Payments

04/04/23: Extensions

02/14/23: Traditional & Roth IRAs

01/03/23:1099K Update 

02/28/23: HSA

01/31/23: Claiming Dependents  


08/01/23: Business Credits

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