The beginning of a new year is a perfect time to reassess where you are, and set new goals and priorities. If you want to save money in the new year (or whenever you’re reading this!), it’s about more than just saving money. It’s about changing and upgrading your money story. Now, what does that…

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What happens if your CPA makes a mistake on your tax return?

I make it a part of my regular services to ensure that the CPAs my clients work with aren’t making any costly mistakes. And trust me, even the best of CPAs can make a mistake on a tax return. It’s easy to see why… Last year 142,577,000 returns were filed. And let’s be realistic–it’s still…

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3 reasons the IRS will audit your small business

Will the IRS audit your small business? I know it’s not a fun thing to think about, and I don’t want to put fear into your day. (As a small business owner, you’ve got enough going on!) But as an accountant who is looking out for you, I want to share the things you need…

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