Pre-Visit Checklist

By | February 2nd, 2016|Uncategorized|

You’ve scheduled the appointment with your client, but just before hanging up they ask, “what should I bring with me to the appointment”.  We’ve all had the client who shows up with a shoebox full of receipts, tax records covering multiple years, crumbled-up pieces of paper with tax notes and of course crumbs from this [...]

IRS Opens for the 2016 Season!

By | January 19th, 2016|Uncategorized|

Today, the IRS announced they successfully opened their systems for tax year 2015 returns.  Through mid-day, the IRS had received several hundred thousand tax returns.  They expect more than 150 million individual returns will be filed for tax year 2015. Taxpayers will have until Monday April 18 to file their 2015 tax returns.  The extra [...]

New Website!

By | November 3rd, 2015|Uncategorized|

Welcome to our revamped website.  As part of the change we implemented a responsive design model to optimize the viewing and interaction experience across a wide range of devices (from desktop computer monitors to mobile phones).  Also, we want to be one of your sources for tax preparer news, so be sure to bookmark or subscribe [...]