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2023 New Year Updates

January 4, 2023 by Siobhan

Happy New Year! As many of you know, we have had a challenging year and a year full of change.  We have A LOT of new updates for 2023 and the upcoming tax season and A LOT of detailed information to share.  It will take some time to go through it all (& digest it […]

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Completing Tax Packets via RightSignature

December 14, 2021 by Siobhan

You will receive an email from RightSignature.com with a link to sign the tax packet and complete the questionnaire digitally. You must complete all the required signature, date and questionnaire boxes and select “Submit Signature” before we will be notified that the document is complete. If there is more than one signer, each person has […]

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Terms and Conditions Addendum

June 22, 2021 by Siobhan

[updated 1/4/2023] PURPOSE This addendum to the engagement letter describes our standard terms and conditions (“Terms and Conditions”) related to our provision of services to you. This addendum, and the accompanying engagement letter, comprise your agreement with us (“Agreement”). For the purposes of this Terms and Conditions Addendum, any reference to “firm,” “we,” “us,” or […]

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Tax Law Updates! (American Rescue Plan)

March 23, 2021 by Siobhan

On March 11, 2021, the president signed into law the American Rescue Plan Act of 2021.  This is another massive COVID relief legislation that has significant tax changes to both 2020 (retroactively) and 2021. Below are the highlights that are most likely to affect many of our clients.  This is not comprehensive coverage of the […]

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Are Your Business Books Ready for Tax Preparation?

January 15, 2020 by Siobhan

[updated 12/2022]   Are your books ready for tax preparation? Your tax return is only as accurate as your bookkeeping records.  If they are not complete, accurate, and reconciled, we can’t do our job in preparing your tax return. Below are two tools to assist you in making sure your books are ready for us […]

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