Signing your Individual (1040) Engagement Letter

If you’ve ever spent hours researching your fantasy football draft only to watch your first-round pick get injured, you’ve experienced something every business owner understands: Even the best plans sometimes get sacked.

Taxpayers have the right to request tax transcripts from the IRS. These may be needed if you do not have a copy of your tax return.

I can think of worse ways to help local kids than spending a Thursday night eating, drinking, bidding on stuff you probably do not need, and hanging out with 350 to 450 of your favorite Clarkston friends.

Even in the middle of tax season, it’s not too late to make moves that can save your business money and headaches down the line. Many business owners get caught up in the day-to-day and wait until the very end to think about taxes. The truth is, a few small steps now can make a big difference later.

Business owners understand that receipts are everywhere and also can seemingly end up nowhere to be found.

As household expenses continue to rise, identifying unnecessary recurring charges is a practical way to improve cash flow without making significant lifestyle changes. Many consumers unknowingly pay for subscriptions they no longer use, forgot to cancel after a free trial, or no longer find valuable. While individual charges may seem insignificant, the combined annual cost can amount to hundreds of dollars.

December has a way of making tax planning feel urgent—but by December, you’re already behind the strategy and some of the best planning opportunities could have already passed you.

It’s like spring cleaning, but now we’re working on it in between Back to School and Football and Pumpkins and Mostly Great Weather!

Trump Accounts are a new type of savings vehicle designed to help families build long-term financial resources for children. Structured as a special type of traditional IRA, these accounts have specific rules governing eligibility, contributions, investments, and withdrawals.

I will start with something that may sound strange coming from a CPA firm: we are not trying to take every piece of work that walks through the door.
We have reached a point where the question is less “Can we prepare this return?” and more “Can we build a relationship here where our team can actually help?” That difference matters.