How to Prepare for a Virtual Tax Appointment
It’s been a little more than a year since the start of the COVID-19 pandemic, and despite the numerous strides in fighting the virus, many businesses are still operating under social distancing protocols. The field of tax preparation is among them. Although virtual tax appointments have existed for many years, that’s not to say that […]
Benefits of Working with a CPA Versus an Accountant
If you’re in the process of evaluating your finances and you have questions about tax planning, the tax benefits associated with incorporating your business, or you have questions about estate planning, you’ll want to speak with a professional. But at this point, you may be wondering if there are any benefits of working with a […]
Why You Should Start Planning for Next Year’s Tax Season Now
As we’ve stated in the past, planning in advance for next year’s taxes has more than a few benefits. Not only can planning (and preparing) now ward off the headaches that can come with starting too late, it can also save you quite a bit of money. Get bank statements, invoices, and receipts in order […]
How to Choose a Certified Public Accountant (CPA)
Regardless as to whether you need help with your personal or professional finances, working with a Certified Public Accountant (CPA) can be beneficial. Yes, there are lots of people who are comfortable preparing their own taxes, but considering the complexity of the tax code (and how frequently the tax code changes), if you want to […]
What You Need to Know About Quarterly Taxes
Several years ago, we had a client who wanted us to help her understand how to pay her quarterly taxes. She’d recently transitioned from working full-time, in an office, to working 1099 remote. Although she loved the freedom that came with setting her own work pace (and hours), what she didn’t love, was the massive […]
Top 2 Things Your Accountant Wish You Knew
If you’re among the many Americans that deferred their tax filing deadline this year, you may be in the throws of getting ready for your tax appointment. And while advance preparation is a good thing, knowing what to bring, and what to prepare, is better. Below are just a few of the things that CPAs […]
Benefits of hiring a CPA
Maybe you’re a small business owner and you’re reluctant to do your own taxes. Maybe you’re expanding and you feel like you need services beyond what your current accountant can provide to you. Or, perhaps, you are an individual who wants to know how you can maximize your tax credits, hold onto more of your […]
Top 3 Reasons Small Businesses Should Hire a CPA
Small business owners often wear a lot of hats, such as manager, payroll processer, HR generalist, marketing executive and lead salesman. It’s a lot to handle—and you probably feel as if there aren’t enough hours in the day.
What Are Client Accounting and Advisory Services?
If you’re like most people, trying to understand tax and accounting lingo is like trying to read Greek. You understand that you need help with certain things, but the words and terms rarely make sense. When someone opts for client accounting services, this means they’ve
Taxation of PPP Loans: What Employers Need to Know
Earlier this year, Congress passed the CARES Act, which included a coronavirus stimulus package for small businesses known as the Paycheck Protection Program (PPP). The intent of the program was to provide business loans to qualifying businesses as a means of