With the busy holiday season well behind us, many clients are now looking forward to their financial goals for the 2026 new year. It’s never too early for clients to start working toward their ...

My updated Word file of checklists is now available. There are 178 checklists for tax season, practice management and personal tips, plus a Getting Your Affairs in Order Tool Kit with 27 additional ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...

Prudent small-business owners hire professional tax and accounting help to ensure accuracy. Unfortunately, even with professional help, a gap in information sharing can still exist between the two ...