Waiting for your regular CPA appointment to discuss current tax related issues can create problems or cause you to miss out on beneficial options that need to be timely exercised before year end. [...]
Many of you see us only at tax time, when your main focus is on completing and filing your tax return. As a result, you may not realize that you can ask us questions about long-term tax planning [...]
Are you taking advantage of all available opportunities to minimize your taxes? Are you facing major life events in the coming year that could have financial and even tax implications? Now is a [...]