05/29/2026
Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared by a professional can significantly reduce this risk.
Five Reasons Why the IRS Will Audit You
The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.
05/25/2026
Land of the free… because of the brave. 🇺🇸 Remembering and honoring those who gave everything. 🇺🇸
05/22/2026
There's still time to lower your tax obligation. Here are five great ideas to consider.
Lower This Year's Tax Obligation - Action to take now!
Now is a great time to assess your current tax situation and address any lingering tax questions that may improve your tax picture this year. Here are five things to consider.
05/15/2026
The gift tax is one of the most misunderstood provisions in the tax code. Here is what you need to know.
Understanding the Gift Giving Tax - Excess gift giving could cause a tax surprise
Presenting a gift to a grandchild does not normally have us thinking about the taxes. However, if not careful, the over-generous gift giver could end up with a surprise tax bill and a note from the IRS.
05/08/2026
You can legally lower your taxes by shifting a certain amount of unearned income to your children. Here are some ideas to implement this strategy.
Leveraging Your Children's Lower Tax Rate - One of the best places for parents to look for tax savings
The progressive nature of income tax rates offers taxpayers the incentive to transfer assets to lower earning taxpayers. Why not your children? Here are some tips.
05/06/2026
Want a lower tax bill? Your tax planning needs to start now!
Client Update Newsletter: May 2026
With so much uncertainty in the economy, the tendency is to step back and wait until things settle down. On the other hand the early bird catches the worm. Now is a great time to be thinking about steps to reduce your tax obligations, both this year and into the future. This month an article is pres...
05/01/2026
In a world of digital payments, how do you prove your tax deductions? Here are some tips.
No Check! Where's Your Proof? - What to do about your need for documentation
Very few banks return your canceled checks. So what do you need to do if required by the IRS to prove your deductions? This often means staying ahead of the game at year end.
04/24/2026
Scams are getting more sophisticated and the IRS is a target. Here are tips to protect yourself.
Is it really the IRS? - Four tips to ensure your security
Con artists impersonate IRS agents to either intimidate people into making payments or turn over their personal information. Here are some ideas to ensure this does not happen to you.