Day 5 – Year-End File Clean-Up

When it comes to your tax records, the IRS recommends keeping copies of tax returns and supporting documents at least three years. Some documents should be kept up to seven…

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Day 4 – Favorite Holiday Recipe

Even accountants get hungry and we sure love treats around the holidays! A recent survey found the most popular holiday cookie to be Peanut Butter Blossoms. What’s not to like?…

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Day 2 – Batch Your Itemized Deductions

The goal of batching is to position yourself so that you will have deductions greater than the standard deduction one year, with the following year being a standard deduction. Click…

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Plan Now, Save Later! (Part 2)

By Andy Johnson, CPA, Principal Welcome back for Part Two! In Part 1, we discussed the strategy of Batching Your Itemized Deductions (click here to read Part 1), and we…

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