HOW TO MANAGE AN IRS AUDIT

Posted by Kristi Cherry, CPA®
On July 2, 2019

No one wants to receive that dreaded letter from the IRS saying you will be audited. Going through the audit process can be intimidating, confusing, and time-consuming. Although the likelihood of an audit is small, it’s quite possible that you or someone close to you will go through the process at some point in your […]

5 WAYS TO AVOID IDENTITY THEFT AT TAX TIME

Posted by Michael Kane, CFP®
On March 13, 2017

It is a great time of year to revisit your financial and investment plans as you prepare to file your annual tax returns. Unfortunately, it’s also a time of year in which identity thieves target unsuspecting taxpayers. One of the most common thefts committed around tax time involves the filing of fraudulent refund claims using […]

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