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Nov 26
IRS Audit Triggers: 15 Red Flags for Business Owners
Last week, I covered some common and lesser-known IRS red flags that can trigger audits for individuals . If you haven’t read it, check...
Nov 19
13 IRS Audit Red Flags Every Individual Should Watch Out For
Earlier this year, the IRS announced updates to its Strategic Operating Plan , revealing a significant increase in audits over the next...
Oct 15
2024 Year-End Tax Planning Strategies for Individuals
In October, we begin working on final income and tax projections for our clients and suggest strategies to help minimize their taxes...
Aug 21
Dodge the Social Security Tax Torpedo & Keep More of Your Social Security Benefits
When planning for retirement, Social Security benefits are a crucial part of the equation. However, there's a tax surprise that many...
Mar 6
2024 Tax Season Tips and Reminders
As the tax filing deadline draws near, we wanted to provide you with some helpful filing tips and resources while remining you of...
Jan 15
Getting Ready For 2024 Tax Season
Filing your taxes is never fun and we know how tricky it can be to manage such a daunting task on top of your other responsibilities....
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