Does the accountant only do the tax return or do they do proactive ... to learn your situation and put you in their work flow for the next tax year. A do-it-yourselfer’s biggest risk to their ...

The days of your accountant doing nothing but bookkeeping, compiling your financial statements, and filing your tax return are long gone. We can actually save you money in the short, medium, and long ...

That’s why periodic check-ins with our clients’ outside accountants can help us make sure our work adheres to any of the long-term tax planning they are doing. In particular, we want to be in ...

If you earned money outside of your primary job this year, you may want to consider hiring a professional to do your taxes.

This past year wasn't short on tax and accounting news, affecting taxpayers and tax professionals alike. Here are the top tax ...

If your financial adviser and certified public accountant ... this tax season would be a great time to introduce them. Most people understand the importance of having their money work for them ...

Later that year, I job-hopped to another local CPA firm and worked in a client-facing position doing tax and accounting work. In 2021, I got a job with the federal government as an IRS agent.

Accountants help you keep an ... owners may not have any idea how well they're doing financially until the end of the year, when they file their tax returns. Meanwhile, they equate their cash ...

For example, do they work with small business owners or offer tax-saving strategies for property investors? Understanding the differences between financial advisors and accountants empowers you to ...

You need to be intentional in the steps you take and work with the ... the new tax proposals by President Joe Biden and his team may do the same. "Accountants will be invaluable resources to ...