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...

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...

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...

Running your own business means wearing a lot of hats, from office cleaner and buying supplies, to client schmoozer and payroll maker. But should you add tax preparer to your already long list of duties? What if you have a tax problem with the IRS? What if doing your...

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...