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Record retention
We frequently get asked how long our individual and business clients should keep their records and copies of tax returns. Here is our advice:
Individuals
Most of the time our…
Read MoreWhat is the SECURE Act?
On December 19, 2019, the President signed the SECURE Act. The SECURE Act stands for Setting Every Community Up for Retirement Enhancement and is a bill that includes significant provisions…
Read MoreWhat is the difference between a TIN, a SSN, an ITIN and an EIN?
TIN vs SSN vs ITIN vs EIN
For business owners all of these identification numbers can be confusing, so we are going to break them down for you.
TIN –…
Read More2020 Tax Season Letter
January 4, 2020
Dear Clients and Friends:
We hope 2019 was a happy and prosperous year for you. Now that it is January, it’s time to start thinking about gathering…
Read More2019 Year-end Newsletter
November 19, 2019
Dear Clients and Friends:
We hope you are enjoying the cooler weather of fall and are looking forward to the holidays ahead. With one year behind us…
Read MoreSummer 2019 Newsletter
June 17, 2019
Dear Clients & Friends:
School is letting out and the tourists are arriving, a definite sign that summer is upon us. If you get a free moment…
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