Matthew J. Rice CPA

𝗛𝗼𝘄 𝗱𝗼 𝗜 𝘀𝘁𝗮𝗿𝘁 𝘂𝘀𝗶𝗻𝗴 𝗔𝗜 𝗶𝗻 𝗺𝘆 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗼 𝗯𝗲 𝗺𝗼𝗿𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗲?
Look for the three R's: 𝘳𝘦𝘱𝘦𝘵𝘪𝘵𝘪𝘷𝘦, 𝘳𝘶𝘭𝘦-𝘣𝘢𝘴𝘦𝘥, 𝘢𝘯𝘥 𝘳𝘦𝘨𝘶𝘭𝘢𝘳. If a task happens every week, follows a set of predictable steps, and doesn't require high-level emotional intelligence, it’s a prime candidate for AI.

A few of the reasons people have shared with us...
- We cared about their specific tax situation
- We paid attention to the details
- We stayed in contact throughout the year
- We filed on time
- We make sure to claim every deduction you're legally allowed to claim for your tax situation
- We handled all of the IRS communication
And so on...

We'd love to hear how we've helped you and what makes you choose to be a client.

Here's what we mean...

Before the IRS can finalize an audit, they are required by law to give you rights to dispute it in federal Tax Court and with an IRS appeals officer.

The letter they'll send to notify you of this is called a "Notice of Deficiency." It gives you the right to take the IRS audit to Tax Court and have an independent judge review it. You'll have 90 days to file a petition to the Tax Court after the IRS sends you the notice of deficiency.

And even if those 90 days have already expired, you may still qualify for "audit reconsideration" instead.

GO...

What is your greatest fear with taxes?

(There's no shame here. Believe us, we've heard it all.)

𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗿𝗲𝗱 𝗳𝗹𝗮𝗴𝘀 𝘁𝗼 𝘄𝗮𝘁𝗰𝗵 𝗼𝘂𝘁 𝗳𝗼𝗿 𝘄𝗵𝗲𝗻 𝗰𝗵𝗼𝗼𝘀𝗶𝗻𝗴 𝗮 𝘁𝗮𝘅 𝗽𝗿𝗲𝗽𝗮𝗿𝗲𝗿?

Keep an eye out for these 3 major traps:

🚩 Any paid preparer must sign your return and include their PTIN (Preparer Tax Identification Number). If they tell you to file it yourself as "self-prepared," they’re dodging accountability for any mistakes (or fraud).

🚩 If they charge a percentage of your return, they have a big incentive to tweak the numbers to inflate their own paycheck. Professional fees should be flat or hourly.

🚩 No legitimate pro can guarantee a bigger refund than the competition before seeing your docs. "Secret" deductions or fake credits are just audit-bait that will cost you more in penalties later.

Don't let a deal on tax prep turn into a legal nightmare. Search for a tax advisor carefully.

You can start your search right here, with us. We're here to support you this tax season and year-round.

Got a tax question? We've got answers.

Drop yours in the comments below.

𝗪𝗵𝗲𝗻 𝗶𝘀 𝘁𝗵𝗲 𝟮𝟬𝟮𝟲 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝗮𝗻𝗱 𝗦 𝗖𝗼𝗿𝗽 𝘁𝗮𝘅 𝗳𝗶𝗹𝗶𝗻𝗴 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲?

In 2026, the federal filing deadline for calendar-year S Corporations and Partnerships is Monday, March 16th.

→ Your business files its return (March 16th)
→ The IRS receives a copy
→ Owners receive K-1s
→ Owners file personal returns (April 15th)

The K-1 is the bridge between your business and your personal Form 1040. Without it, your personal return can’t be done correctly. Which is why April 15 is step two for you.

And don’t forget to check your specific state’s filing obligations, as they may be different than federal guidelines.

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