Blog Archives

How to Plan Your Estate and Live Happily Ever After

Ask many people if they have an estate plan and they just roll their eyes.  With the Federal Estate Tax Exclusion at $5.12 million most people will not be subject to estate taxes.  In Connecticut, the exclusion is $2 million


Tagged with: , , , , , , , , , , , , , , , , , , , ,

6 Easy Steps to Navigate an IRS Audit and Save You (Tax) Money

1) Determine if this is an IRS Field, Office or Correspondence Audit With a Field Audit, the audit will be done at your place of business. Most taxpayers requests that the audit be moved and done at your CPA’s office.


Tagged with: , , , , , , , , , , , , , , , , , , , , , ,

What Not To Wear…To an IRS Audit

On TLC’s What Not to Wear Stacy and Clinton give a ‘make over’ to some lady that is, well…not dressed so well… Taxpayers that are being audited need to make sure they are putting their best foot forward right at


Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

How to Survive an IRS Audit from Hell

Recently we helped a client survive an Internal Revenue Service (“IRS”) Audit. Ultimately, we got a very good outcome.  The taxpayer owed $219.  That’s as close to “No Change” as you can get!


Tagged with: , , , , , , , , , , , , , , , , , ,

How to Give a Power of Attorney to Your CPA to Deal With the IRS

Today’s routine is similar to many other days until you started opening your mail.  In today’s mail is a notice that you are being audited by the IRS. Now what do you do?  Give your CPA a Power of Attorney.


Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , ,