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"News You Can Use"

These online posts aim to keep you up to date on the latest tax and accounting news. If you see an item of particular interest, please give me a call to discuss how that might (or might not) apply in your particular situation.

(For other updates and items of interest, please visit the Smorgasbord section.)


Client Update Newsletter: July 2024

Responding to a letter from the IRS isn’t a weekend do-it-yourself project that you should attempt to tackle on your own.

In this month’s newsletter, learn why you should partner with a tax expert if you receive either a notification saying the IRS will be auditing you, or a notice that simply says another tax document was found and you owe an additional $100.

Also in this edition, find out why retiring early is catching on FIRE, tips to avoid the summertime tax blues, and ideas to keep your summer energy costs as low as possible.

As always, feel free to pass this information on to anyone that may find it useful and please call if you have any questions or concerns.