Blog Archives

6 Easy Steps to Work With Your CPA

hand holding pen over 1040 form

1. Sign the Work Authorization and complete the Tax Organizer In order to hire a CPA, you will need to authorize the work. This is done by signing the so-called engagement letter. This establishes the scope of the services to


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How Many Trusts Do I Need?

Estate Planning can get tricky. One tool that is frequently used is a trust. Many trusts are set up as revocable (“rev”) trusts.  This means the person that formed the trust can amend or change it at time during their


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4 Easy Ways for Taxpayers to Take the Hippocratic Oath

All Physicians must take the Hippocratic Oath.  This is an oath where they swear to practice ethically. Although there is some debate about the translation, the main theme is, ‘First, Do No Harm.’ All taxpayers need to take the Hippocratic


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Why You Should Notify the Internal Revenue Service When You Move

Where is my tax refund?  Why didn’t I receive estimated tax payment vouchers?  These are just a couple of reasons why you should notify the Internal Revenue Service (IRS) when you move.


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What to Bring to Your New CPA

  If you have decided it’s time to change CPA’s, what should you bring to the first meeting? It is important that your new CPA has a complete file for you so that they have a better understanding of your


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