Dear Valued Client:  As the end of the year approaches, it is a good time to take a look at your 2019 projected tax liabilities, making certain that your income tax withholding and/or estimated taxes are appropriate or need to be modified, and consider what actions...

  Dear Valued Client, We continually strive to share relevant industry updates with our clients; some updates may or may not always be applicable to you, however they may be helpful for future reference. Recently, Intuit released an update for QuickBooks desktop version upgrades. If you currently...

We wanted to bring to your attention some matters that continue to be top concerns for many taxpayers. Both the IRS and state tax agencies are facing increased security risk with identity theft which affect thousands of taxpayers. Healthcare is another important issue for many...

Dear Client: As we prepare for the upcoming tax season, we would like to share some thoughts about your tax packages, highlight some issues that most commonly require follow-up, and to inform you of changes we are making in our continued effort to increase efficiency and...

Dear Clients: A few weeks ago, we sent to you the tax organizer to help you in gathering the necessary information to prepare your 2014 income tax returns. After we sent out the organizers, Congress enacted legislation that extended certain deductions and tax credits that had...