Let’s talk about Tax Preparation Fees

Let’s talk about Tax Preparation Fees

Occasionally, a new tax client will ask Why is my tax preparation fee higher than the minimum fee you quoted? This is one of my favorite questions because herein lies an opportunity to take the driver’s seat.  You want to pay less income taxes, right? Well, guess what...
That Time Your CPA Got Audited

That Time Your CPA Got Audited

There are few things in life more unnerving than opening your mailbox only to find a large envelope from the IRS. In my tax office we call them the Dreaded Nastygrams. A few years back I received one at my business post office box and quickly scanned the envelope...
Paying taxes: A matter of perspective

Paying taxes: A matter of perspective

Happy New Year, Readers. It’s time to say ‘tis the Season. No, not that season—it’s TAX SEASON! Tax season involves long hours at the office with little to no time for anything other than work. But it also becomes a time of year where gratitude reigns in my life. I...
Is the Tax Season Meeting Dead?

Is the Tax Season Meeting Dead?

Last month I had a client who lives in South County come into the office for his annual tax appointment. He was running late (again) and traffic was the culprit (again) and our meeting was now running late and he was stressed out when he arrived. The meeting consisted...